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

Scarborough 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	$7.65M	Sell	132,843 -1,307	-1%	-$74.7K	0.88%	33
2026 Q1	$8.22M	Buy	134,150 +1,547	+1%	+$83K	0.9%	36
2025 Q4	$5.93M	Sell	132,603 -12,479	-9%	-$556K	1%	24
2025 Q3	$6.48M	Sell	145,082 -6,862	-5%	-$300K	1.14%	23
2025 Q2	$6.44M	Sell	151,944 -1,018	-0.7%	-$42.4K	1.28%	20
2025 Q1	$7.15M	Sell	152,962 -4,084	-3%	-$184K	1.02%	29
2024 Q4	$6.73M	Sell	157,046 -980	-0.6%	-$44.5K	0.95%	27
2024 Q3	$6.94M	Buy	158,026 +206	+0.1%	+$9.21K	1.12%	22
2024 Q2	$7.19M	Sell	157,820 -574	-0.4%	-$26.7K	2.96%	10
2024 Q1	$7.48M	Sell	158,394 -896	-0.6%	-$38.5K	3.46%	13
2023 Q4	$6.68M	Sell	159,290 -49,184	-24%	-$2.1M	1.37%	22
2023 Q3	$9.42M	Buy	208,474 +7,826	+4%	+$342K	2.29%	11
2023 Q2	$8.14M	Buy	200,648 +18,838	+10%	+$767K	1.95%	17
2023 Q1	$7.53M	Buy	181,810 +29,770	+20%	+$1.27M	1.9%	15
2022 Q4	$6.65M	Sell	152,040 -4,962	-3%	-$216K	1.78%	17
2022 Q3	$5.65M	Sell	157,002 -58,144	-27%	-$2.2M	1.76%	18
2022 Q2	$7.69M	Buy	215,146 +63,596	+42%	+$2.55M	2.62%	12
2022 Q1	$5.79M	Buy	151,550 +46,208	+44%	+$1.6M	1.85%	18
2021 Q4	$2.92M	Buy	+105,342	New	+$2.98M	1%	27

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Scarborough Advisors's XLE Position: Q2 2026 in Review

Scarborough Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.97% in Q2 2026, selling an estimated $74.7K and leaving 132,843 shares worth $7.65M. The position accounts for 0.88% of the portfolio, ranked #33.

Scarborough Advisors first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.42M in Q3 2023. 604 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Scarborough Advisors held 132,843 shares of State Street Energy Select Sector SPDR ETF worth $7.65M as of Q2 2026.
Scarborough Advisors sold 1,307 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $74.7K.
State Street Energy Select Sector SPDR ETF made up 0.88% of Scarborough Advisors's portfolio in Q2 2026, its #33 holding.
Scarborough Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Scarborough Advisors's State Street Energy Select Sector SPDR ETF position peaked at $9.42M in Q3 2023.
604 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.