USA FINANCIAL FORMULAS’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

USA FINANCIAL FORMULAS’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	$197K	Buy	+3,707	New	+$212K	0.04%	137

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

USA FINANCIAL FORMULAS's XLE Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 3,707 shares worth $197K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings.

1,170 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

USA FINANCIAL FORMULAS held 3,707 shares of State Street Energy Select Sector SPDR ETF worth $197K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.04% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #137 holding.
1,170 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.