RDA Financial Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

RDA Financial Network’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$518K	Buy	9,751 +4,510	+86%	+$258K	0.11%	155
2026 Q1	$321K	Sell	5,241 -162	-3%	-$8.69K	0.08%	208
2025 Q4	$242K	Buy	5,403 +405	+8%	+$18K	0.06%	236
2025 Q3	$223K	Buy	+4,998	New	+$219K	0.06%	243
2022 Q2	–	Sell	-5,796	Closed	-$222K	–	243
2022 Q1	$222K	Buy	+5,796	New	+$201K	0.09%	202
2020 Q1	–	Sell	-7,832	Closed	-$214K	–	253
2019 Q4	$214K	Buy	7,832 +26	+0.3%	+$771	0.09%	230
2019 Q3	$228K	Buy	7,806 +996	+15%	+$30.1K	0.1%	212
2019 Q2	$215K	Sell	6,810 -250	-4%	-$8K	0.1%	204
2019 Q1	$237K	Buy	+7,060	New	+$227K	0.11%	183

Other funds holding XLE

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return