Sax Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sax Wealth Advisors’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	$1.69M	Sell	27,596 -951	-3%	-$54.4K	0.07%	168
2026 Q1	$1.28M	Hold	28,547	–	–	0.06%	164
2025 Q4	$1.28M	Sell	28,547 -1,955	-6%	-$87.1K	0.06%	167
2025 Q3	$1.36M	Sell	30,502 -1,204	-4%	-$52.7K	0.07%	148
2025 Q2	$1.34M	Buy	31,706 +62	+0.2%	+$2.58K	0.08%	135
2025 Q1	$1.48M	Sell	31,644 -472	-1%	-$21.3K	0.11%	106
2024 Q4	$1.38M	Sell	32,116 -1,840	-5%	-$83.6K	0.11%	95
2024 Q3	$1.49M	Buy	33,956 +2,500	+8%	+$112K	0.13%	71
2024 Q2	$1.43M	Buy	31,456 +3,014	+11%	+$140K	0.14%	73
2024 Q1	$1.34M	Buy	28,442 +3,080	+12%	+$132K	0.16%	58
2023 Q4	$1.06M	Buy	25,362 +312	+1%	+$13.3K	0.17%	71
2023 Q3	$1.13M	Buy	25,050 +116	+0.5%	+$5.08K	0.22%	62
2023 Q2	$1.01M	Buy	24,934 +38	+0.2%	+$1.55K	0.2%	66
2023 Q1	$1.03M	Sell	24,896 -560	-2%	-$23.9K	0.22%	63
2022 Q4	$1.11M	Sell	25,456 -2,460	-9%	-$107K	0.26%	58
2022 Q3	$1M	Buy	27,916 +44	+0.2%	+$1.66K	0.26%	58
2022 Q2	$997K	Sell	27,872 -396	-1%	-$15.9K	0.25%	62
2022 Q1	$1.08M	Buy	28,268 +22	+0.1%	+$762	0.26%	57
2021 Q4	$784K	Buy	28,246 +472	+2%	+$13.3K	0.16%	80
2021 Q3	$723K	Buy	27,774 +68	+0.2%	+$1.69K	0.17%	78
2021 Q2	$746K	Buy	27,706 +56	+0.2%	+$1.46K	0.26%	68
2021 Q1	$678K	Sell	27,650 -26,550	-49%	-$612K	0.25%	72
2020 Q4	$1.03M	Buy	+54,200	New	+$934K	0.47%	48

Other funds holding XLE

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sax Wealth Advisors's XLE Position: Q2 2026 in Review

Sax Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.3% in Q2 2026, selling an estimated $54.4K and leaving 27,596 shares worth $1.69M. The position accounts for 0.07% of the portfolio, ranked #168.

Sax Wealth Advisors first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. 441 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sax Wealth Advisors held 27,596 shares of State Street Energy Select Sector SPDR ETF worth $1.69M as of Q2 2026.
Sax Wealth Advisors sold 951 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $54.4K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #168 holding.
Sax Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
441 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.