Toth Financial Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Toth Financial Advisory’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
2021 Q3	–	Sell	-1,400	Closed	-$38K	–	802
2021 Q2	$38K	Buy	1,400 +200	+17%	+$5.2K	0.01%	308
2021 Q1	$30K	Buy	+1,200	New	+$27.7K	﹤0.01%	333
2020 Q3	–	Sell	-800	Closed	-$15K	–	618
2020 Q2	$15K	Buy	800 +600	+300%	+$11.2K	﹤0.01%	313
2020 Q1	$3K	Buy	+200	New	+$4.74K	﹤0.01%	372

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Toth Financial Advisory's XLE Position: Q2 2026 in Review

Toth Financial Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.8% in Q2 2026, buying an estimated $759K and bringing the position to 182,863 shares worth $9.71M. The position accounts for 0.95% of the portfolio, ranked #35.

Toth Financial Advisory first reported a position in XLE in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.4M in Q1 2026. 954 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Toth Financial Advisory held 182,863 shares of State Street Energy Select Sector SPDR ETF worth $9.71M as of Q2 2026.
Toth Financial Advisory bought 13,279 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $759K.
State Street Energy Select Sector SPDR ETF made up 0.95% of Toth Financial Advisory's portfolio in Q2 2026, its #35 holding.
Toth Financial Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 50 quarters since.
Toth Financial Advisory's State Street Energy Select Sector SPDR ETF position peaked at $10.4M in Q1 2026.
954 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.