Strategic Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strategic Investment Advisors’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	$342K	Buy	6,443 +4,532	+237%	+$259K	0.02%	263
2026 Q1	$117K	Buy	+1,911	New	+$103K	0.01%	364
2025 Q2	–	Sell	-8,674	Closed	-$405K	–	252
2025 Q1	$405K	Buy	+8,674	New	+$391K	0.04%	185
2024 Q3	–	Sell	-10,862	Closed	-$495K	–	245
2024 Q2	$495K	Buy	+10,862	New	+$506K	0.06%	179
2024 Q1	–	Sell	-12,152	Closed	-$509K	–	258
2023 Q4	$509K	Buy	12,152 +218	+2%	+$9.32K	0.07%	168
2023 Q3	$539K	Buy	+11,934	New	+$522K	0.09%	158
2023 Q2	–	Sell	-14,738	Closed	-$610K	–	251
2023 Q1	$610K	Buy	14,738 +6,888	+88%	+$294K	0.11%	137
2022 Q4	$343K	Sell	7,850 -8,268	-51%	-$360K	0.07%	177
2022 Q3	$580K	Sell	16,118 -2,562	-14%	-$96.9K	0.13%	124
2022 Q2	$668K	Buy	18,680 +9,016	+93%	+$362K	0.13%	125
2022 Q1	$369K	Sell	9,664 -29,110	-75%	-$1.01M	0.07%	171
2021 Q4	$1.08M	Buy	+38,774	New	+$1.1M	0.21%	97
2021 Q3	–	Sell	-21,338	Closed	-$575K	–	195
2021 Q2	$575K	Sell	21,338 -23,352	-52%	-$607K	0.13%	152
2021 Q1	$1.1M	Buy	+44,690	New	+$1.03M	0.28%	75
2019 Q2	–	Sell	-9,934	Closed	-$328K	–	168
2019 Q1	$328K	Sell	9,934 -626	-6%	-$20.1K	0.22%	82
2018 Q4	$303K	Buy	+10,560	New	+$353K	0.27%	78

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 Investment Advisors's XLE Position: Q2 2026 in Review

Strategic Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 237% in Q2 2026, buying an estimated $259K and bringing the position to 6,443 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #263.

Strategic Investment Advisors first reported a position in XLE in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.1M in Q1 2021. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Strategic Investment Advisors held 6,443 shares of State Street Energy Select Sector SPDR ETF worth $342K as of Q2 2026.
Strategic Investment Advisors bought 4,532 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $259K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #263 holding.
Strategic Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 16 quarters since.
Strategic Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.1M in Q1 2021.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.