SFG
XLE icon

Snider Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Snider Financial Group’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
-37,213
Closed -$2.28M – 117
2026
Q1 		$2.28M Buy
+37,213
New +$2M 0.69% 38

Other funds holding XLE

GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
TC
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

Snider Financial Group's XLE Position: Q2 2026 in Review

Snider Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 37,213 shares — an estimated $2.28M sold.

Snider Financial Group first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $2.28M in Q1 2026. 390 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Snider Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Snider Financial Group sold 37,213 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.28M.
  • Snider Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Snider Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $2.28M in Q1 2026.
  • 390 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.