Valley Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Valley Financial 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	$253K	Buy	4,758 +62	+1%	+$3.54K	0.12%	50
2026 Q1	$288K	Buy	+4,696	New	+$252K	0.16%	49

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

Valley Financial Group's XLE Position: Q2 2026 in Review

Valley Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.3% in Q2 2026, buying an estimated $3.54K and bringing the position to 4,758 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #50.

Valley Financial Group first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $288K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Valley Financial Group held 4,758 shares of State Street Energy Select Sector SPDR ETF worth $253K as of Q2 2026.
Valley Financial Group bought 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 0.12% of Valley Financial Group's portfolio in Q2 2026, its #50 holding.
Valley Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Valley Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $288K in Q1 2026.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.