Stratos Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stratos Wealth 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	$2.22M	Sell	41,810 -6,743	-14%	-$386K	0.12%	166
2026 Q1	$2.97M	Sell	48,553 -157,825	-76%	-$8.47M	0.18%	118
2025 Q4	$9.23M	Sell	206,378 -1,116	-0.5%	-$49.7K	0.45%	57
2025 Q3	$9.27M	Buy	207,494 +17,684	+9%	+$774K	0.45%	55
2025 Q2	$8.05M	Sell	189,810 -142,484	-43%	-$5.93M	0.42%	61
2025 Q1	$15.5M	Sell	332,294 -39,922	-11%	-$1.8M	0.85%	25
2024 Q4	$15.9M	Buy	372,216 +28,296	+8%	+$1.29M	0.76%	26
2024 Q3	$15.1M	Buy	343,920 +101,574	+42%	+$4.54M	0.69%	29
2024 Q2	$11M	Buy	242,346 +19,764	+9%	+$921K	0.55%	45
2024 Q1	$10.5M	Buy	222,582 +15,948	+8%	+$685K	0.62%	33
2023 Q4	$8.66M	Buy	206,634 +25,942	+14%	+$1.11M	0.5%	35
2023 Q3	$8.17M	Sell	180,692 -3,170	-2%	-$139K	0.54%	34
2023 Q2	$7.46M	Buy	183,862 +642	+0.4%	+$26.1K	0.53%	33
2023 Q1	$7.59M	Buy	183,220 +77,138	+73%	+$3.3M	0.58%	31
2022 Q4	$4.64M	Sell	106,082 -3,250	-3%	-$141K	0.39%	66
2022 Q3	$3.94M	Sell	109,332 -48,554	-31%	-$1.84M	0.41%	62
2022 Q2	$5.64M	Sell	157,886 -31,310	-17%	-$1.26M	0.51%	38
2022 Q1	$7.23M	Sell	189,196 -45,426	-19%	-$1.57M	0.59%	33
2021 Q4	$6.51M	Buy	234,622 +33,708	+17%	+$952K	0.47%	48
2021 Q3	$5.23M	Sell	200,914 -92,002	-31%	-$2.28M	0.45%	51
2021 Q2	$7.89M	Sell	292,916 -36,434	-11%	-$947K	0.7%	20
2021 Q1	$8.08M	Sell	329,350 -75,164	-19%	-$1.73M	0.86%	12
2020 Q4	$7.67M	Buy	404,514 +318,866	+372%	+$5.49M	1.06%	13
2020 Q3	$1.28M	Buy	85,648 +55,730	+186%	+$990K	0.31%	83
2020 Q2	$566K	Buy	29,918 +15,296	+105%	+$284K	0.17%	129
2020 Q1	$212K	Sell	14,622 -1,972	-12%	-$46.8K	0.15%	136
2019 Q4	$498K	Sell	16,594 -486	-3%	-$14.4K	0.28%	76
2019 Q3	$506K	Sell	17,080 -1,114	-6%	-$33.7K	0.19%	116
2019 Q2	$580K	Buy	18,194 +84	+0.5%	+$2.69K	0.23%	95
2019 Q1	$599K	Sell	18,110 -318	-2%	-$10.2K	0.32%	85
2018 Q4	$528K	Buy	+18,428	New	+$617K	0.35%	82

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

Stratos Wealth Advisors's XLE Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, selling an estimated $386K and leaving 41,810 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #166.

Stratos Wealth Advisors first reported a position in XLE in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.9M in Q4 2024. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Stratos Wealth Advisors held 41,810 shares of State Street Energy Select Sector SPDR ETF worth $2.22M as of Q2 2026.
Stratos Wealth Advisors sold 6,743 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $386K.
State Street Energy Select Sector SPDR ETF made up 0.12% of Stratos Wealth Advisors's portfolio in Q2 2026, its #166 holding.
Stratos Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Stratos Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $15.9M in Q4 2024.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.