Ritter Daniher Financial Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$35.3K Sell
665
-196
-23% -$11.2K 0.01% 306
2026
Q1
$52.7K Buy
861
+1
+0.1% +$54 0.01% 271
2025
Q4
$38.4K Buy
+860
New +$38.3K 0.01% 293
2025
Q1
– Sell
-2,478
Closed -$106K – 330
2024
Q4
$106K Buy
2,478
+20
+0.8% +$909 0.03% 111
2024
Q3
$108K Buy
2,458
+20
+0.8% +$894 0.03% 112
2024
Q2
$111K Buy
2,438
+18
+0.7% +$838 0.04% 107
2024
Q1
$114K Buy
2,420
+2,320
+2,320% +$99.7K 0.04% 107
2023
Q4
$4.19K Hold
100
– – ﹤0.01% 276
2023
Q3
$4.52K Buy
+100
New +$4.38K ﹤0.01% 271

Other funds holding XLE

Ritter Daniher Financial Advisory's XLE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 23% in Q2 2026, selling an estimated $11.2K and leaving 665 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #306.

Ritter Daniher Financial Advisory first reported a position in XLE in Q3 2023 and has held it in 9 quarters since. The position peaked at $114K in Q1 2024. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Ritter Daniher Financial Advisory held 665 shares of State Street Energy Select Sector SPDR ETF worth $35.3K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 196 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.2K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #306 holding.
  • Ritter Daniher Financial Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 9 quarters since.
  • Ritter Daniher Financial Advisory's State Street Energy Select Sector SPDR ETF position peaked at $114K in Q1 2024.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.