Strategic Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strategic Financial 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	$4.24M	Buy	79,834 +13,895	+21%	+$794K	1.6%	18
2026 Q1	$4.04M	Buy	+65,939	New	+$3.54M	1.74%	12
2024 Q3	–	Sell	-63,002	Closed	-$2.87M	–	70
2024 Q2	$2.87M	Buy	+63,002	New	+$2.93M	1.58%	17
2023 Q4	–	Sell	-57,702	Closed	-$2.61M	–	75
2023 Q3	$2.61M	Sell	57,702 -200	-0.3%	-$8.75K	1.58%	13
2023 Q2	$2.35M	Buy	57,902 +12,290	+27%	+$501K	1.34%	18
2023 Q1	$1.89M	Buy	45,612 +4,254	+10%	+$182K	1.16%	19
2022 Q4	$1.81M	Buy	+41,358	New	+$1.8M	1.1%	18

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

Strategic Financial Partners's XLE Position: Q2 2026 in Review

Strategic Financial Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q2 2026, buying an estimated $794K and bringing the position to 79,834 shares worth $4.24M. The position accounts for 1.6% of the portfolio, ranked #18.

Strategic Financial Partners first reported a position in XLE in Q4 2022 and has held it in 7 quarters since. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Strategic Financial Partners held 79,834 shares of State Street Energy Select Sector SPDR ETF worth $4.24M as of Q2 2026.
Strategic Financial Partners bought 13,895 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $794K.
State Street Energy Select Sector SPDR ETF made up 1.6% of Strategic Financial Partners's portfolio in Q2 2026, its #18 holding.
Strategic Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.