Steward Partners Investment Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Steward Partners Investment Advisory’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	$37.2M	Sell	700,172 -822,541	-54%	-$47M	0.19%	104
2026 Q1	$93.3M	Buy	1,522,713 +389,997	+34%	+$20.9M	0.48%	36
2025 Q4	$50.6M	Buy	1,132,716 +42,342	+4%	+$1.89M	0.28%	68
2025 Q3	$48.7M	Buy	1,090,374 +681,750	+167%	+$29.8M	0.28%	67
2025 Q2	$17.3M	Sell	408,624 -19,140	-4%	-$797K	0.14%	151
2025 Q1	$20M	Sell	427,764 -62,200	-13%	-$2.8M	0.18%	115
2024 Q4	$21M	Buy	489,964 +54,692	+13%	+$2.49M	0.19%	111
2024 Q3	$19.1M	Buy	435,272 +84,982	+24%	+$3.8M	0.18%	123
2024 Q2	$16M	Sell	350,290 -35,086	-9%	-$1.63M	0.17%	121
2024 Q1	$18.2M	Sell	385,376 -20,272	-5%	-$871K	0.2%	103
2023 Q4	$17M	Sell	405,648 -14,774	-4%	-$632K	0.23%	88
2023 Q3	$19M	Sell	420,422 -49,780	-11%	-$2.18M	0.29%	72
2023 Q2	$19.1M	Sell	470,202 -97,678	-17%	-$3.98M	0.29%	75
2023 Q1	$23.5M	Sell	567,880 -124,016	-18%	-$5.3M	0.38%	55
2022 Q4	$30.3M	Buy	691,896 +158,118	+30%	+$6.88M	0.51%	34
2022 Q3	$19.2M	Buy	533,778 +19,352	+4%	+$732K	0.36%	58
2022 Q2	$18.4M	Sell	514,426 -27,726	-5%	-$1.11M	0.34%	66
2022 Q1	$20.7M	Buy	542,152 +37,364	+7%	+$1.29M	0.32%	70
2021 Q4	$14M	Buy	504,788 +49,814	+11%	+$1.41M	0.21%	107
2021 Q3	$11.8M	Buy	454,974 +18,482	+4%	+$458K	0.2%	120
2021 Q2	$11.8M	Buy	436,492 +69,306	+19%	+$1.8M	0.2%	114
2021 Q1	$9.01M	Buy	367,186 +163,508	+80%	+$3.77M	0.16%	148
2020 Q4	$3.86M	Buy	203,678 +67,516	+50%	+$1.16M	0.08%	241
2020 Q3	$2.04M	Buy	136,162 +37,718	+38%	+$670K	0.05%	323
2020 Q2	$1.86M	Buy	98,444 +59,378	+152%	+$1.1M	0.05%	316
2020 Q1	$567K	Sell	39,066 -41,542	-52%	-$985K	0.02%	535
2019 Q4	$2.42M	Buy	80,608 +11,642	+17%	+$345K	0.07%	274
2019 Q3	$2.04M	Sell	68,966 -9,162	-12%	-$277K	0.07%	273
2019 Q2	$2.49M	Sell	78,128 -756	-1%	-$24.2K	0.09%	226
2019 Q1	$2.61M	Buy	78,884 +10,518	+15%	+$338K	0.11%	192
2018 Q4	$1.96M	Sell	68,366 -6,896	-9%	-$231K	0.1%	226
2018 Q3	$2.85M	Buy	75,262 +5,274	+8%	+$198K	0.14%	166
2018 Q2	$2.66M	Buy	69,988 +7,342	+12%	+$273K	0.16%	151
2018 Q1	$2.11M	Buy	62,646 +2,618	+4%	+$92.7K	0.14%	161
2017 Q4	$2.17M	Buy	60,028 +12,264	+26%	+$422K	0.17%	140
2017 Q3	$1.64M	Buy	47,764 +42	+0.1%	+$1.37K	0.17%	131
2017 Q2	$1.55M	Buy	47,722 +29,402	+160%	+$988K	0.17%	134
2017 Q1	$640K	Buy	18,320 +4,910	+37%	+$177K	0.1%	178
2016 Q4	$505K	Buy	+13,410	New	+$485K	0.23%	103

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Steward Partners Investment Advisory's XLE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 54% in Q2 2026, selling an estimated $47M and leaving 700,172 shares worth $37.2M. The position accounts for 0.19% of the portfolio, ranked #104.

Steward Partners Investment Advisory first reported a position in XLE in Q4 2016 and has held it in 39 quarters since. The position peaked at $93.3M in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Steward Partners Investment Advisory held 700,172 shares of State Street Energy Select Sector SPDR ETF worth $37.2M as of Q2 2026.
Steward Partners Investment Advisory sold 822,541 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $47M.
State Street Energy Select Sector SPDR ETF made up 0.19% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #104 holding.
Steward Partners Investment Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
Steward Partners Investment Advisory's State Street Energy Select Sector SPDR ETF position peaked at $93.3M in Q1 2026.
2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.