Realta Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Realta Investment Advisors’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	$418K	Sell	7,864 -15,933	-67%	-$911K	0.13%	146
2026 Q1	$1.46M	Buy	23,797 +8,333	+54%	+$447K	0.51%	49
2025 Q4	$691K	Buy	15,464 +11,726	+314%	+$522K	0.23%	99
2025 Q3	$167K	Sell	3,738 -34	-0.9%	-$1.49K	0.06%	195
2025 Q2	$160K	Sell	3,772 -430	-10%	-$17.9K	0.06%	187
2025 Q1	$196K	Sell	4,202 -1,886	-31%	-$85K	0.09%	174
2024 Q4	$266K	Sell	6,088 -2,122	-26%	-$96.4K	0.11%	158
2024 Q3	$381K	Sell	8,210 -23,080	-74%	-$1.03M	0.18%	124
2024 Q2	$1.43M	Sell	31,290 -12,098	-28%	-$563K	0.28%	83
2024 Q1	$2.05M	Buy	43,388 +7,054	+19%	+$303K	0.42%	50
2023 Q4	$1.52M	Sell	36,334 -8,300	-19%	-$355K	0.34%	62
2023 Q3	$1.81M	Buy	44,634 +324	+0.7%	+$14.2K	0.42%	47
2023 Q2	$1.8M	Sell	44,310 -1,634	-4%	-$66.6K	0.39%	50
2023 Q1	$1.9M	Sell	45,944 -2,862	-6%	-$122K	0.46%	46
2022 Q4	$2.13M	Sell	48,806 -498	-1%	-$21.7K	0.52%	38
2022 Q3	$1.77M	Buy	49,304 +8,346	+20%	+$316K	0.47%	43
2022 Q2	$1.49M	Sell	40,958 -2,108	-5%	-$84.6K	0.36%	58
2022 Q1	$1.65M	Buy	43,066 +24,586	+133%	+$852K	0.33%	64
2021 Q4	$513K	Buy	18,480 +1,096	+6%	+$31K	0.11%	211
2021 Q3	$453K	Buy	17,384 +1,324	+8%	+$32.8K	0.11%	218
2021 Q2	$433K	Sell	16,060 -12,194	-43%	-$317K	0.1%	232
2021 Q1	$693K	Buy	28,254 +858	+3%	+$19.8K	0.18%	145
2020 Q4	$519K	Sell	27,396 -956	-3%	-$16.5K	0.15%	160
2020 Q3	$425K	Buy	28,352 +8,952	+46%	+$159K	0.14%	177
2020 Q2	$367K	Buy	19,400 +3,386	+21%	+$63K	0.12%	209
2020 Q1	$233K	Buy	16,014 +4,290	+37%	+$102K	0.1%	238
2019 Q4	$345K	Sell	11,724 -688	-6%	-$20.4K	0.09%	245
2019 Q3	$365K	Buy	12,412 +10	+0.1%	+$302	0.1%	219
2019 Q2	$393K	Buy	12,402 +4,638	+60%	+$148K	0.11%	211
2019 Q1	$258K	Buy	+7,764	New	+$249K	0.12%	227

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Realta Investment Advisors's XLE Position: Q2 2026 in Review

Realta Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 67% in Q2 2026, selling an estimated $911K and leaving 7,864 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #146.

Realta Investment Advisors first reported a position in XLE in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.13M in Q4 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Realta Investment Advisors held 7,864 shares of State Street Energy Select Sector SPDR ETF worth $418K as of Q2 2026.
Realta Investment Advisors sold 15,933 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $911K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Realta Investment Advisors's portfolio in Q2 2026, its #146 holding.
Realta Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Realta Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.13M in Q4 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.