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

Savvy Advisors Inc’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 		$1.29M Buy
24,220
+1,112
+5% +$63.6K 0.03% 446
2026
Q1 		$1.42M Buy
23,108
+12,659
+121% +$679K 0.04% 350
2025
Q4 		$467K Sell
10,449
-367
-3% -$16.3K 0.02% 591
2025
Q3 		$483K Buy
10,816
+58
+0.5% +$2.54K 0.02% 434
2025
Q2 		$456K Buy
10,758
+2,812
+35% +$117K 0.03% 374
2025
Q1 		$371K Sell
7,946
-33,146
-81% -$1.49M 0.04% 346
2024
Q4 		$1.76M Buy
41,092
+8,910
+28% +$405K 0.21% 84
2024
Q3 		$1.41M Buy
32,182
+18,912
+143% +$845K 0.29% 71
2024
Q2 		$605K Buy
13,270
+4,066
+44% +$189K 0.2% 117
2024
Q1 		$435K Buy
+9,204
New +$395K 0.25% 108

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Savvy Advisors Inc's XLE Position: Q2 2026 in Review

Savvy Advisors Inc increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.8% in Q2 2026, buying an estimated $63.6K and bringing the position to 24,220 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #446.

Savvy Advisors Inc first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.76M in Q4 2024. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Savvy Advisors Inc held 24,220 shares of State Street Energy Select Sector SPDR ETF worth $1.29M as of Q2 2026.
  • Savvy Advisors Inc bought 1,112 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $63.6K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #446 holding.
  • Savvy Advisors Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Savvy Advisors Inc's State Street Energy Select Sector SPDR ETF position peaked at $1.76M in Q4 2024.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.