Rik Saylor Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Rik Saylor Financial’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	–	Sell	-29,529	Closed	-$1.81M	–	92
2026 Q1	$1.81M	Sell	29,529 -29,216	-50%	-$1.57M	1.37%	23
2025 Q4	$2.63M	Sell	58,745 -1,013	-2%	-$45.1K	1.92%	17
2025 Q3	$2.67M	Sell	59,758 -3,852	-6%	-$169K	1.95%	16
2025 Q2	$2.7M	Buy	+63,610	New	+$2.65M	2.08%	14

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rik Saylor Financial's XLE Position: Q2 2026 in Review

Rik Saylor Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 29,529 shares — an estimated $1.81M sold.

Rik Saylor Financial first reported a position in XLE in Q2 2025 and held it in 4 quarters. The position peaked at $2.7M in Q2 2025. 1,191 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Rik Saylor Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Rik Saylor Financial sold 29,529 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.81M.
Rik Saylor Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
Rik Saylor Financial's State Street Energy Select Sector SPDR ETF position peaked at $2.7M in Q2 2025.
1,191 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.