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

Summit Financial 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	$494K	Sell	9,306 -3,125	-25%	-$179K	0.06%	131
2026 Q1	$762K	Sell	12,431 -39,687	-76%	-$2.13M	0.11%	90
2025 Q4	$2.33M	Buy	52,118 +35,180	+208%	+$1.57M	0.33%	50
2025 Q3	$757K	Sell	16,938 -7,784	-31%	-$341K	0.12%	80
2025 Q2	$1.05M	Sell	24,722 -6,944	-22%	-$289K	0.19%	60
2025 Q1	$1.48M	Sell	31,666 -3,470	-10%	-$156K	0.29%	44
2024 Q4	$1.55M	Buy	35,136 +13,368	+61%	+$608K	0.3%	45
2024 Q3	$956K	Sell	21,768 -2,210	-9%	-$98.8K	0.18%	64
2024 Q2	$1.09M	Buy	23,978 +5,314	+28%	+$248K	0.22%	53
2024 Q1	$881K	Buy	18,664 +6,182	+50%	+$266K	0.18%	57
2023 Q4	$523K	Buy	12,482 +936	+8%	+$40K	0.12%	75
2023 Q3	$484K	Buy	11,546 +3,660	+46%	+$160K	0.12%	73
2023 Q2	$320K	Buy	7,886 +1,250	+19%	+$50.9K	0.07%	96
2023 Q1	$275K	Buy	6,636 +1,600	+32%	+$68.4K	0.07%	111
2022 Q4	$220K	Buy	+5,036	New	+$219K	0.05%	120
2022 Q2	–	Sell	-8,190	Closed	-$313K	–	146
2022 Q1	$313K	Sell	8,190 -3,254	-28%	-$113K	0.06%	103
2021 Q4	$339K	Sell	11,444 -10,834	-49%	-$306K	0.07%	103
2021 Q3	$580K	Buy	22,278 +4,870	+28%	+$121K	0.13%	77
2021 Q2	$469K	Buy	+17,408	New	+$453K	0.11%	84
2020 Q1	–	Sell	-15,416	Closed	-$424K	–	144
2019 Q4	$424K	Sell	15,416 -6	-0%	-$178	0.1%	99
2019 Q3	$446K	Sell	15,422 -103,044	-87%	-$3.12M	0.11%	104
2019 Q2	$3.77M	Buy	118,466 +26,452	+29%	+$847K	0.92%	29
2019 Q1	$3.03M	Buy	92,014 +9,432	+11%	+$303K	0.8%	37
2018 Q4	$2.37M	Buy	82,582 +22,620	+38%	+$757K	0.77%	40
2018 Q3	$2.17M	Buy	59,962 +16,798	+39%	+$630K	0.65%	45
2018 Q2	$1.46M	Sell	43,164 -670	-2%	-$24.9K	0.49%	54
2018 Q1	$1.48M	Buy	+43,834	New	+$1.55M	0.49%	54
2017 Q1	–	Sell	-5,576	Closed	-$210K	–	149
2016 Q4	$210K	Buy	+5,576	New	+$202K	0.09%	135
2015 Q4	–	Sell	-5,068	Closed	-$155K	–	218
2015 Q3	$155K	Sell	5,068 -15,658	-76%	-$528K	0.1%	86
2015 Q2	$778K	Sell	20,726 -400	-2%	-$15.9K	0.48%	43
2015 Q1	$849K	Buy	21,126 +2,210	+12%	+$85.6K	0.57%	36
2014 Q4	$749K	Buy	+18,916	New	+$786K	0.52%	36

Other funds holding XLE

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Summit Financial Wealth Advisors's XLE Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 25% in Q2 2026, selling an estimated $179K and leaving 9,306 shares worth $494K. The position accounts for 0.06% of the portfolio, ranked #131.

Summit Financial Wealth Advisors first reported a position in XLE in Q4 2014 and has held it in 32 quarters since. The position peaked at $3.77M in Q2 2019. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Summit Financial Wealth Advisors held 9,306 shares of State Street Energy Select Sector SPDR ETF worth $494K as of Q2 2026.
Summit Financial Wealth Advisors sold 3,125 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $179K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Summit Financial Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 32 quarters since.
Summit Financial Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.77M in Q2 2019.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.