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

Uptown 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
2025
Q3 		– Sell
-2,000
Closed -$84.8K – 80
2025
Q2 		$84.8K Buy
+2,000
New +$83.3K 0.07% 75

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Uptown Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.05% in Q2 2026, buying an estimated $172 and bringing the position to 5,603 shares worth $298K. The position accounts for 0.2% of the portfolio, ranked #64.

Uptown Financial Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q1 2026. 570 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Uptown Financial Advisors held 5,603 shares of State Street Energy Select Sector SPDR ETF worth $298K as of Q2 2026.
  • Uptown Financial Advisors bought 3 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $172.
  • State Street Energy Select Sector SPDR ETF made up 0.2% of Uptown Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Uptown Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Uptown Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $343K in Q1 2026.
  • 570 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.