Sovereign Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Sovereign Financial Group's XLE Position: Q2 2026 in Review
Sovereign Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q2 2026, buying an estimated $11.4K and bringing the position to 13,111 shares worth $696K. The position accounts for 0.11% of the portfolio, ranked #172.
Sovereign Financial Group first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $791K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Sovereign Financial Group held 13,111 shares of State Street Energy Select Sector SPDR ETF worth $696K as of Q2 2026.
- Sovereign Financial Group bought 199 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4K.
- State Street Energy Select Sector SPDR ETF made up 0.11% of Sovereign Financial Group's portfolio in Q2 2026, its #172 holding.
- Sovereign Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
- Sovereign Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $791K in Q1 2026.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.