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United Advisor Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

United Advisor Group’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 		– Sell
-6,384
Closed -$365K – 578
2026
Q1 		$391K Sell
6,384
-368
-5% -$19.7K 0.05% 335
2025
Q4 		$302K Buy
+6,752
New +$301K 0.04% 373

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

United Advisor Group's XLE Position: Q2 2026 in Review

United Advisor Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 6,384 shares — an estimated $365K sold.

United Advisor Group first reported a position in XLE in Q4 2025 and held it in 2 quarters. The position peaked at $391K in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • United Advisor Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • United Advisor Group sold 6,384 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $365K.
  • United Advisor Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • United Advisor Group's State Street Energy Select Sector SPDR ETF position peaked at $391K in Q1 2026.
  • 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.