Richardson Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Richardson Financial Services’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	$837K	Buy	+15,751	New	+$901K	0.47%	48
2025 Q4	–	Sell	-166	Closed	-$7.42K	–	621
2025 Q3	$7.42K	Sell	166 -134	-45%	-$5.87K	﹤0.01%	458
2025 Q2	$12.8K	Sell	300 -20,846	-99%	-$868K	0.01%	378
2025 Q1	$988K	Buy	+21,146	New	+$953K	0.75%	30
2024 Q4	–	Sell	-20,846	Closed	-$950K	–	658
2024 Q3	$950K	Hold	20,846	–	–	0.6%	42
2024 Q2	$950K	Buy	+20,846	New	+$971K	0.68%	37
2024 Q1	–	Sell	-21,418	Closed	-$898K	–	644
2023 Q4	$898K	Buy	+21,418	New	+$916K	0.79%	34

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

Richardson Financial Services's XLE Position: Q2 2026 in Review

Richardson Financial Services opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 15,751 shares worth $837K. The stake represents 0.47% of the portfolio and ranks #48 among its holdings. This is a return to the name: Richardson Financial Services previously reported a position in XLE as recently as Q3 2025.

Richardson Financial Services first reported a position in XLE in Q4 2023 and has held it in 7 quarters since. The position peaked at $988K in Q1 2025. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Richardson Financial Services held 15,751 shares of State Street Energy Select Sector SPDR ETF worth $837K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Richardson Financial Services position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.47% of Richardson Financial Services's portfolio in Q2 2026, its #48 holding.
Richardson Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
Richardson Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $988K in Q1 2025.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.