Vickerman Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Vickerman Investment 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
2026 Q2	$9.68M	Sell	182,273 -22,426	-11%	-$1.28M	1.88%	12
2026 Q1	$12.5M	Sell	204,699 -3,941	-2%	-$211K	2.64%	8
2025 Q4	$9.33M	Sell	208,640 -2,160	-1%	-$96.2K	1.86%	13
2025 Q3	$9.42M	Buy	210,800 +3,408	+2%	+$149K	1.9%	13
2025 Q2	$8.79M	Sell	207,392 -6,010	-3%	-$250K	1.89%	13
2025 Q1	$9.97M	Sell	213,402 -746	-0.3%	-$33.6K	2.26%	12
2024 Q4	$9.17M	Buy	214,148 +636	+0.3%	+$28.9K	2.49%	7
2024 Q3	$9.37M	Buy	213,512 +9,062	+4%	+$405K	2.75%	10
2024 Q2	$9.32M	Buy	204,450 +4,994	+3%	+$233K	2.99%	9
2024 Q1	$9.42M	Buy	199,456 +4,940	+3%	+$212K	3.04%	9
2023 Q4	$8.15M	Buy	194,516 +28,006	+17%	+$1.2M	2.78%	9
2023 Q3	$7.53M	Sell	166,510 -976	-0.6%	-$42.7K	3.07%	6
2023 Q2	$6.8M	Buy	167,486 +4,218	+3%	+$172K	2.66%	9
2023 Q1	$6.76M	Buy	163,268 +6,024	+4%	+$258K	2.67%	9
2022 Q4	$6.88M	Buy	157,244 +7,894	+5%	+$344K	3.12%	6
2022 Q3	$5.38M	Buy	149,350 +2,726	+2%	+$103K	2.6%	8
2022 Q2	$5.24M	Sell	146,624 -1,374	-0.9%	-$55.1K	2.48%	7
2022 Q1	$6.14M	Buy	147,998 +10,076	+7%	+$349K	2.72%	7
2021 Q4	$3.83M	Sell	137,922 -3,402	-2%	-$96.1K	1.54%	18
2021 Q3	$3.68M	Buy	+141,324	New	+$3.5M	1.47%	20

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

Vickerman Investment Advisors's XLE Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q2 2026, selling an estimated $1.28M and leaving 182,273 shares worth $9.68M. The position accounts for 1.88% of the portfolio, ranked #12.

Vickerman Investment Advisors first reported a position in XLE in Q3 2021 and has held it in 20 quarters since. The position peaked at $12.5M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Vickerman Investment Advisors held 182,273 shares of State Street Energy Select Sector SPDR ETF worth $9.68M as of Q2 2026.
Vickerman Investment Advisors sold 22,426 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.28M.
State Street Energy Select Sector SPDR ETF made up 1.88% of Vickerman Investment Advisors's portfolio in Q2 2026, its #12 holding.
Vickerman Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Vickerman Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $12.5M in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.