Royal Fund Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Royal Fund Management’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	$7.85M	Buy	147,897 +138,024	+1,398%	+$7.89M	0.65%	44
2026 Q1	$605K	Sell	9,873 -449	-4%	-$24.1K	0.06%	204
2025 Q4	$462K	Buy	10,322 +4,534	+78%	+$202K	0.04%	217
2025 Q3	$259K	Sell	5,788 -7,092	-55%	-$310K	0.03%	216
2025 Q2	$546K	Sell	12,880 -2,252	-15%	-$93.8K	0.05%	228
2025 Q1	$707K	Sell	15,132 -14,880	-50%	-$671K	0.08%	219
2024 Q4	$1.29M	Buy	30,012 +2,000	+7%	+$90.9K	0.12%	168
2024 Q3	$1.23M	Sell	28,012 -239,066	-90%	-$10.7M	0.07%	198
2024 Q2	$12.2M	Buy	267,078 +29,180	+12%	+$1.36M	0.99%	9
2024 Q1	$11.2M	Buy	237,898 +40,316	+20%	+$1.73M	1.1%	13
2023 Q4	$8.29M	Sell	197,582 -40,234	-17%	-$1.72M	0.92%	20
2023 Q3	$10.7M	Buy	237,816 +192,418	+424%	+$8.42M	1.45%	12
2023 Q2	$1.84M	Buy	45,398 +9,242	+26%	+$376K	0.23%	118
2023 Q1	$1.5M	Buy	36,156 +11,752	+48%	+$502K	0.21%	118
2022 Q4	$1.07M	Buy	+24,404	New	+$1.06M	0.17%	120
2018 Q3	–	Sell	-14	Closed	–	–	669
2018 Q2	$0	Sell	14 -272	-95%	-$10.1K	﹤0.01%	652
2018 Q1	$9K	Sell	286 -216	-43%	-$7.64K	﹤0.01%	354
2017 Q4	$18K	Buy	502 +448	+830%	+$15.4K	0.01%	307
2017 Q3	$1K	Buy	+54	New	+$1.76K	﹤0.01%	443
2017 Q2	–	Sell	-52	Closed	-$1K	–	522
2017 Q1	$1K	Hold	52	–	–	﹤0.01%	403
2016 Q4	$1K	Buy	+52	New	+$1.88K	﹤0.01%	380

Other funds holding XLE

FMI

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

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Royal Fund Management's XLE Position: Q2 2026 in Review

Royal Fund Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1,398% in Q2 2026, buying an estimated $7.89M and bringing the position to 147,897 shares worth $7.85M. The position accounts for 0.65% of the portfolio, ranked #44.

Royal Fund Management first reported a position in XLE in Q4 2016 and has held it in 21 quarters since. The position peaked at $12.2M in Q2 2024. 502 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Royal Fund Management held 147,897 shares of State Street Energy Select Sector SPDR ETF worth $7.85M as of Q2 2026.
Royal Fund Management bought 138,024 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.89M.
State Street Energy Select Sector SPDR ETF made up 0.65% of Royal Fund Management's portfolio in Q2 2026, its #44 holding.
Royal Fund Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 21 quarters since.
Royal Fund Management's State Street Energy Select Sector SPDR ETF position peaked at $12.2M in Q2 2024.
502 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.