S&A Financial Services’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
$447K Sell
8,408
-380
-4% -$21.7K 0.27% 58
2026
Q1
$538K Buy
+8,788
New +$471K 0.37% 53

Other funds holding XLE

S&A Financial Services's XLE Position: Q2 2026 in Review

S&A Financial Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q2 2026, selling an estimated $21.7K and leaving 8,408 shares worth $447K. The position accounts for 0.27% of the portfolio, ranked #58.

S&A Financial Services first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $538K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • S&A Financial Services held 8,408 shares of State Street Energy Select Sector SPDR ETF worth $447K as of Q2 2026.
  • S&A Financial Services sold 380 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.27% of S&A Financial Services's portfolio in Q2 2026, its #58 holding.
  • S&A Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • S&A Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $538K 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 S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.