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

Rise 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	$5.17M	Sell	97,371 -9,613	-9%	-$550K	1.46%	11
2026 Q1	$6.31M	Buy	106,984 +4,464	+4%	+$239K	2.22%	10
2025 Q4	$4.58M	Buy	102,520 +13,992	+16%	+$623K	1.64%	11
2025 Q3	$3.95M	Buy	88,528 +6,630	+8%	+$290K	1.42%	15
2025 Q2	$3.47M	Buy	81,898 +3,674	+5%	+$153K	1.38%	14
2025 Q1	$3.65M	Buy	78,224 +77,758	+16,686%	+$3.51M	1.62%	10
2024 Q4	$19.9K	Buy	466 +12	+3%	+$545	0.01%	662
2024 Q3	$19.9K	Buy	454 +4	+0.9%	+$179	0.01%	691
2024 Q2	$20.5K	Buy	450 +4	+0.9%	+$186	0.01%	623
2024 Q1	$21.1K	Buy	446 +4	+0.9%	+$172	0.01%	613
2023 Q4	$18.6K	Buy	442 +2	+0.5%	+$86	0.01%	255
2023 Q3	$19.9K	Sell	440 -16	-4%	-$700	0.02%	238
2023 Q2	$18.5K	Sell	456 -128	-22%	-$5.21K	0.01%	247
2023 Q1	$24.2K	Buy	584 +2	+0.3%	+$86	0.02%	228
2022 Q4	$25.5K	Buy	582 +6	+1%	+$261	0.02%	219
2022 Q3	$21K	Buy	576 +6	+1%	+$227	0.02%	242
2022 Q2	$20K	Buy	570 +156	+38%	+$6.26K	0.02%	241
2022 Q1	$16K	Buy	414 +4	+1%	+$139	0.01%	279
2021 Q4	$11.4K	Buy	+410	New	+$11.6K	0.01%	313

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

Rise Advisors's XLE Position: Q2 2026 in Review

Rise Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9% in Q2 2026, selling an estimated $550K and leaving 97,371 shares worth $5.17M. The position accounts for 1.46% of the portfolio, ranked #11.

Rise Advisors first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.31M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Rise Advisors held 97,371 shares of State Street Energy Select Sector SPDR ETF worth $5.17M as of Q2 2026.
Rise Advisors sold 9,613 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $550K.
State Street Energy Select Sector SPDR ETF made up 1.46% of Rise Advisors's portfolio in Q2 2026, its #11 holding.
Rise Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Rise Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.31M in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.