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Southland Equity Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Southland Equity Partners’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 		$281K Hold
5,284
– – 0.05% 243
2026
Q1 		$324K Hold
5,284
– – 0.06% 207
2025
Q4 		$236K Sell
5,284
-18,692
-78% -$832K 0.05% 231
2025
Q3 		$1.07M Buy
23,976
+17,852
+292% +$782K 0.22% 80
2025
Q2 		$260K Sell
6,124
-1,378
-18% -$57.4K 0.06% 196
2025
Q1 		$351K Buy
7,502
+52
+0.7% +$2.35K 0.08% 160
2024
Q4 		$319K Sell
7,450
-2,748
-27% -$125K 0.07% 167
2024
Q3 		$448K Sell
10,198
-1,150
-10% -$51.4K 0.11% 128
2024
Q2 		$517K Sell
11,348
-346
-3% -$16.1K 0.15% 93
2024
Q1 		$552K Buy
11,694
+798
+7% +$34.3K 0.16% 90
2023
Q4 		$457K Buy
10,896
+358
+3% +$15.3K 0.14% 103
2023
Q3 		$476K Buy
10,538
+106
+1% +$4.64K 0.16% 85
2023
Q2 		$423K Sell
10,432
-1,356
-12% -$55.2K 0.14% 99
2023
Q1 		$488K Hold
11,788
– – 0.19% 87
2022
Q4 		$516K Buy
11,788
+5,720
+94% +$249K 0.2% 74
2022
Q3 		$219K Sell
6,068
-24
-0.4% -$908 0.11% 140
2022
Q2 		$218K Buy
+6,092
New +$244K 0.1% 150

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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Southland Equity Partners's XLE Position: Q2 2026 in Review

Southland Equity Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 5,284 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #243.

Southland Equity Partners first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q3 2025. 554 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Southland Equity Partners held 5,284 shares of State Street Energy Select Sector SPDR ETF worth $281K as of Q2 2026.
  • Southland Equity Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #243 holding.
  • Southland Equity Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • Southland Equity Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.07M in Q3 2025.
  • 554 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.