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

Tobias 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	$294K	Sell	5,540 -62	-1%	-$3.54K	0.04%	118
2026 Q1	$343K	Sell	5,602 -166	-3%	-$8.9K	0.05%	102
2025 Q4	$258K	Buy	+5,768	New	+$257K	0.04%	119

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

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

Tobias Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q2 2026, selling an estimated $3.54K and leaving 5,540 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #118.

Tobias Financial Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Tobias Financial Advisors held 5,540 shares of State Street Energy Select Sector SPDR ETF worth $294K as of Q2 2026.
Tobias Financial Advisors sold 62 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.54K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #118 holding.
Tobias Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Tobias Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $343K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.