Sterling Investment Advisors (Pennsylvania)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$583K	Sell	10,986 -5,638	-34%	-$322K	0.1%	136
2026 Q1	$1.02M	Sell	16,624 -51	-0.3%	-$2.74K	0.18%	100
2025 Q4	$746K	Buy	16,675 +11	+0.1%	+$490	0.14%	117
2025 Q3	$744K	Sell	16,664 -2,590	-13%	-$113K	0.14%	112
2025 Q2	$816K	Buy	19,254 +5,804	+43%	+$242K	0.18%	104
2025 Q1	$628K	Buy	13,450 +7,434	+124%	+$335K	0.15%	109
2024 Q4	$258K	Buy	+6,016	New	+$273K	0.06%	144
2022 Q3	–	Sell	-3,204	Closed	-$115K	–	533
2022 Q2	$115K	Sell	3,204 -196	-6%	-$7.86K	0.04%	166
2022 Q1	$130K	Buy	3,400 +3,200	+1,600%	+$111K	0.04%	171
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	477
2021 Q3	$5K	Sell	200 -560	-74%	-$13.9K	﹤0.01%	485
2021 Q2	$20K	Hold	760	–	–	0.01%	355
2021 Q1	$19K	Buy	760 +560	+280%	+$12.9K	0.01%	348
2020 Q4	$4K	Sell	200 -100	-33%	-$1.72K	﹤0.01%	417
2020 Q3	$4K	Hold	300	–	–	﹤0.01%	397
2020 Q2	$5K	Hold	300	–	–	﹤0.01%	386
2020 Q1	$4K	Buy	300 +100	+50%	+$2.37K	﹤0.01%	360
2019 Q4	$6K	Sell	200 -274	-58%	-$8.13K	﹤0.01%	363
2019 Q3	$14K	Hold	474	–	–	0.01%	322
2019 Q2	$15K	Buy	474 +274	+137%	+$8.77K	0.01%	325
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	363
2018 Q4	$5K	Sell	200 -98	-33%	-$3.28K	﹤0.01%	362
2018 Q3	$11K	Sell	298 -102	-26%	-$3.83K	0.01%	357
2018 Q2	$15K	Hold	400	–	–	0.01%	313
2018 Q1	$13K	Hold	400	–	–	0.01%	305
2017 Q4	$14K	Hold	400	–	–	0.01%	286
2017 Q3	$14K	Hold	400	–	–	0.01%	279
2017 Q2	$13K	Hold	400	–	–	0.01%	285
2017 Q1	$14K	Hold	400	–	–	0.01%	274
2016 Q4	$15K	Buy	+400	New	+$14.5K	0.01%	240

Other funds holding XLE

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s XLE Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q2 2026, selling an estimated $322K and leaving 10,986 shares worth $583K. The position accounts for 0.1% of the portfolio, ranked #136.

Sterling Investment Advisors (Pennsylvania) first reported a position in XLE in Q4 2016 and has held it in 30 quarters since. The position peaked at $1.02M in Q1 2026. 875 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 10,986 shares of State Street Energy Select Sector SPDR ETF worth $583K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) sold 5,638 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $322K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #136 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 30 quarters since.
Sterling Investment Advisors (Pennsylvania)'s State Street Energy Select Sector SPDR ETF position peaked at $1.02M in Q1 2026.
875 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.