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

SMI Advisory Services’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	$764K	Sell	14,379 -52,333	-78%	-$2.99M	0.12%	31
2026 Q1	$3.98M	Buy	+66,712	New	+$3.58M	0.66%	18
2023 Q1	$17.7M	Sell	404,416 -17,830	-4%	-$762K	5.92%	6
2022 Q4	$15.2M	Hold	422,246	–	–	4.93%	7
2022 Q3	$15.2M	Buy	422,246 +16,626	+4%	+$629K	4.94%	7
2022 Q2	$14.5M	Buy	405,620 +24,220	+6%	+$972K	5.18%	8
2022 Q1	$14.6M	Buy	+381,400	New	+$13.2M	5.1%	8

Other funds holding XLE

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

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SMI Advisory Services's XLE Position: Q2 2026 in Review

SMI Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 78% in Q2 2026, selling an estimated $2.99M and leaving 14,379 shares worth $764K. The position accounts for 0.12% of the portfolio, ranked #31.

SMI Advisory Services first reported a position in XLE in Q1 2022 and has held it in 7 quarters since. The position peaked at $17.7M in Q1 2023. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

SMI Advisory Services held 14,379 shares of State Street Energy Select Sector SPDR ETF worth $764K as of Q2 2026.
SMI Advisory Services sold 52,333 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.99M.
State Street Energy Select Sector SPDR ETF made up 0.12% of SMI Advisory Services's portfolio in Q2 2026, its #31 holding.
SMI Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 7 quarters since.
SMI Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $17.7M in Q1 2023.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.