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

Teamwork Financial 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 		$451K Sell
8,490
-1,656
-16% -$94.7K 0.04% 138
2026
Q1 		$622K Buy
10,146
+2,124
+26% +$114K 0.07% 123
2025
Q4 		$359K Sell
8,022
-832
-9% -$37.1K 0.04% 161
2025
Q3 		$396K Buy
8,854
+480
+6% +$21K 0.04% 155
2025
Q2 		$356K Sell
8,374
-358
-4% -$14.9K 0.04% 152
2025
Q1 		$408K Sell
8,732
-486
-5% -$21.9K 0.05% 124
2024
Q4 		$395K Sell
9,218
-260
-3% -$11.8K 0.05% 121
2024
Q3 		$416K Sell
9,478
-8,308
-47% -$371K 0.06% 111
2024
Q2 		$811K Sell
17,786
-13,096
-42% -$610K 0.12% 81
2024
Q1 		$1.46M Sell
30,882
-3,288
-10% -$141K 0.22% 63
2023
Q4 		$1.43M Buy
34,170
+9,874
+41% +$422K 0.25% 50
2023
Q3 		$1.1M Buy
24,296
+3,708
+18% +$162K 0.18% 79
2023
Q2 		$836K Buy
20,588
+2,334
+13% +$95.1K 0.14% 93
2023
Q1 		$756K Sell
18,254
-502
-3% -$21.5K 0.14% 93
2022
Q4 		$820K Sell
18,756
-2,336
-11% -$102K 0.17% 91
2022
Q3 		$760K Sell
21,092
-3,442
-14% -$130K 0.16% 90
2022
Q2 		$877K Buy
24,534
+3,134
+15% +$126K 0.19% 88
2022
Q1 		$818K Sell
21,400
-2,058
-9% -$71.3K 0.15% 118
2021
Q4 		$651K Buy
23,458
+5,804
+33% +$164K 0.12% 163
2021
Q3 		$460K Buy
17,654
+6,914
+64% +$171K 0.09% 171
2021
Q2 		$289K Buy
+10,740
New +$279K 0.06% 203

Other funds holding XLE

GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
TC
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

Teamwork Financial Advisors's XLE Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q2 2026, selling an estimated $94.7K and leaving 8,490 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #138.

Teamwork Financial Advisors first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.46M in Q1 2024. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Teamwork Financial Advisors held 8,490 shares of State Street Energy Select Sector SPDR ETF worth $451K as of Q2 2026.
  • Teamwork Financial Advisors sold 1,656 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $94.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #138 holding.
  • Teamwork Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • Teamwork Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.46M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.