Venture Visionary Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Venture Visionary Partners’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 Q2	–	Sell	-400	Closed	-$18.7K	–	657
2025 Q1	$18.7K	Buy	+400	New	+$18K	﹤0.01%	571

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

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

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

Venture Visionary Partners's XLE Position: Q2 2026 in Review

Venture Visionary Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, buying an estimated $127K and bringing the position to 14,307 shares worth $760K. The position accounts for 0.02% of the portfolio, ranked #396.

Venture Visionary Partners first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.81M in Q1 2024. 1,089 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Venture Visionary Partners held 14,307 shares of State Street Energy Select Sector SPDR ETF worth $760K as of Q2 2026.
Venture Visionary Partners bought 2,214 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $127K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Venture Visionary Partners's portfolio in Q2 2026, its #396 holding.
Venture Visionary Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Venture Visionary Partners's State Street Energy Select Sector SPDR ETF position peaked at $5.81M in Q1 2024.
1,089 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.