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Richards, Merrill & Peterson’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Richards, Merrill & Peterson’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 		$288K Buy
5,420
+1,050
+24% +$60K 0.09% 161
2026
Q1 		$268K Buy
4,370
+3,850
+740% +$207K 0.1% 161
2025
Q4 		$23.2K Buy
+520
New +$23.2K 0.01% 243
2025
Q2 		– Sell
-520
Closed -$24.3K – 480
2025
Q1 		$24.3K Buy
520
+200
+63% +$9.02K 0.01% 326
2024
Q4 		$13.7K Buy
+320
New +$14.5K 0.01% 361

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Richards, Merrill & Peterson's XLE Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 24% in Q2 2026, buying an estimated $60K and bringing the position to 5,420 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #161.

Richards, Merrill & Peterson first reported a position in XLE in Q4 2024 and has held it in 5 quarters since. 811 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Richards, Merrill & Peterson held 5,420 shares of State Street Energy Select Sector SPDR ETF worth $288K as of Q2 2026.
  • Richards, Merrill & Peterson bought 1,050 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $60K.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #161 holding.
  • Richards, Merrill & Peterson first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • 811 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.