Sincerus Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sincerus Advisory’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	–	Sell	-3,668	Closed	-$225K	–	82
2026 Q1	$225K	Buy	+3,668	New	+$197K	0.17%	71
2025 Q1	–	Sell	-5,300	Closed	-$227K	–	65
2024 Q4	$227K	Buy	+5,300	New	+$241K	0.24%	59

Other funds holding XLE

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

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

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

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

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

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

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

Sincerus Advisory's XLE Position: Q2 2026 in Review

Sincerus Advisory sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,668 shares — an estimated $225K sold.

Sincerus Advisory first reported a position in XLE in Q4 2024 and held it in 2 quarters. The position peaked at $227K in Q4 2024. 560 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sincerus Advisory reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Sincerus Advisory sold 3,668 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $225K.
Sincerus Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
Sincerus Advisory's State Street Energy Select Sector SPDR ETF position peaked at $227K in Q4 2024.
560 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.