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

SNS 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	$2.35M	Buy	44,282 +8,197	+23%	+$469K	0.05%	207
2026 Q1	$2.21M	Buy	36,085 +450	+1%	+$24.1K	0.19%	52
2025 Q4	$1.59M	Sell	35,635 -383	-1%	-$17.1K	0.14%	64
2025 Q3	$1.61M	Buy	36,018 +2	+0%	+$88	0.14%	62
2025 Q2	$1.53M	Buy	36,016 +1,082	+3%	+$45.1K	0.15%	60
2025 Q1	$1.63M	Buy	34,934 +286	+0.8%	+$12.9K	0.17%	56
2024 Q4	$1.48M	Sell	34,648 -4,110	-11%	-$187K	0.15%	62
2024 Q3	$1.7M	Sell	38,758 -1,664	-4%	-$74.4K	0.17%	58
2024 Q2	$1.84M	Sell	40,422 -280	-0.7%	-$13K	0.2%	53
2024 Q1	$1.92M	Sell	40,702 -702	-2%	-$30.2K	0.21%	52
2023 Q4	$1.74M	Sell	41,404 -4,282	-9%	-$183K	0.21%	54
2023 Q3	$2.06M	Sell	45,686 -2,618	-5%	-$115K	0.27%	44
2023 Q2	$1.96M	Sell	48,304 -6,622	-12%	-$270K	0.26%	48
2023 Q1	$2.27M	Sell	54,926 -9,644	-15%	-$412K	0.3%	46
2022 Q4	$2.82M	Buy	64,570 +1,240	+2%	+$54K	0.38%	43
2022 Q3	$2.28M	Sell	63,330 -816	-1%	-$30.9K	0.33%	47
2022 Q2	$2.29M	Sell	64,146 -2,118	-3%	-$85K	0.3%	50
2022 Q1	$2.53M	Sell	66,264 -260	-0.4%	-$9.01K	0.28%	54
2021 Q4	$1.85M	Sell	66,524 -20,506	-24%	-$579K	0.2%	70
2021 Q3	$2.27M	Sell	87,030 -1,374	-2%	-$34K	0.27%	54
2021 Q2	$2.38M	Sell	88,404 -2,182	-2%	-$56.7K	0.3%	50
2021 Q1	$2.22M	Sell	90,586 -3,994	-4%	-$92.1K	0.3%	54
2020 Q4	$1.79M	Buy	94,580 +79,390	+523%	+$1.37M	0.26%	53
2020 Q3	$227K	Hold	15,190	–	–	0.04%	175
2020 Q2	$287K	Buy	+15,190	New	+$282K	0.05%	144
2018 Q4	–	Sell	-90,292	Closed	-$3.42M	–	215
2018 Q3	$3.42M	Sell	90,292 -1,050	-1%	-$39.4K	0.82%	30
2018 Q2	$3.47M	Sell	91,342 -3,282	-3%	-$122K	0.91%	27
2018 Q1	$3.19M	Buy	+94,624	New	+$3.35M	0.87%	26
2017 Q1	–	Sell	-50,614	Closed	-$1.91M	–	256
2016 Q4	$1.91M	Buy	50,614 +42,408	+517%	+$1.53M	0.56%	45
2016 Q3	$290K	Hold	8,206	–	–	0.08%	105
2016 Q2	$280K	Sell	8,206 -1,536	-16%	-$50.7K	0.07%	106
2016 Q1	$301K	Sell	9,742 -832	-8%	-$24.1K	0.08%	92
2015 Q4	$319K	Sell	10,574 -520	-5%	-$17.1K	0.08%	91
2015 Q3	$339K	Sell	11,094 -702	-6%	-$23.7K	0.09%	91
2015 Q2	$443K	Buy	11,796 +1,462	+14%	+$58K	0.13%	82
2015 Q1	$401K	Buy	+10,334	New	+$400K	0.15%	76
2013 Q4	–	Sell	-26,096	Closed	-$1.08M	–	147
2013 Q3	$1.08M	Buy	+26,096	New	+$1.08M	0.69%	31

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

SNS Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 23% in Q2 2026, buying an estimated $469K and bringing the position to 44,282 shares worth $2.35M. The position accounts for 0.05% of the portfolio, ranked #207.

SNS Financial Group first reported a position in XLE in Q3 2013 and has held it in 37 quarters since. The position peaked at $3.47M in Q2 2018. 1,536 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

SNS Financial Group held 44,282 shares of State Street Energy Select Sector SPDR ETF worth $2.35M as of Q2 2026.
SNS Financial Group bought 8,197 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $469K.
State Street Energy Select Sector SPDR ETF made up 0.05% of SNS Financial Group's portfolio in Q2 2026, its #207 holding.
SNS Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2013 and has held it in 37 quarters since.
SNS Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $3.47M in Q2 2018.
1,536 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.