Risk Paradigm Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Risk Paradigm Group’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	-48,696	Closed	-$2.98M	–	60
2026 Q1	$2.98M	Sell	48,696 -13,567	-22%	-$728K	2.54%	11
2025 Q4	$2.78M	Buy	+62,263	New	+$2.77M	2.68%	15
2018 Q4	$1.3M	Buy	45,276 +5,168	+13%	+$173K	3.16%	8
2018 Q3	$1.52M	Buy	40,108 +27,088	+208%	+$1.02M	3.01%	9
2018 Q2	$494K	Buy	13,020 +1,956	+18%	+$72.7K	0.95%	34
2018 Q1	$373K	Hold	11,064	–	–	0.47%	68
2017 Q4	$400K	Sell	11,064 -12	-0.1%	-$413	0.43%	69
2017 Q3	$379K	Buy	11,076 +2,972	+37%	+$96.7K	0.46%	70
2017 Q2	$263K	Sell	8,104 -6,482	-44%	-$218K	0.31%	81
2017 Q1	$510K	Sell	14,586 -5,478	-27%	-$198K	0.58%	54
2016 Q4	$756K	Buy	20,064 +330	+2%	+$11.9K	0.83%	41
2016 Q3	$697K	Sell	19,734 -4,574	-19%	-$157K	0.52%	45
2016 Q2	$829K	Buy	+24,308	New	+$802K	1.12%	37

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

Risk Paradigm Group's XLE Position: Q2 2026 in Review

Risk Paradigm Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 48,696 shares — an estimated $2.98M sold.

Risk Paradigm Group first reported a position in XLE in Q2 2016 and held it in 13 quarters. The position peaked at $2.98M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Risk Paradigm Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Risk Paradigm Group sold 48,696 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.98M.
Risk Paradigm Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and held it in 13 quarters.
Risk Paradigm Group's State Street Energy Select Sector SPDR ETF position peaked at $2.98M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.