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

Victory 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	$613K	Sell	11,541 -12,277	-52%	-$702K	0.06%	189
2026 Q1	$1.46M	Buy	23,818 +2,835	+14%	+$152K	0.18%	88
2025 Q4	$938K	Buy	20,983 +7,013	+50%	+$312K	0.12%	120
2025 Q3	$624K	Sell	13,970 -114	-0.8%	-$4.99K	0.09%	124
2025 Q2	$597K	Sell	14,084 -1,134	-7%	-$47.2K	0.09%	108
2025 Q1	$711K	Buy	15,218 +2,916	+24%	+$131K	0.14%	82
2024 Q4	$527K	Buy	+12,302	New	+$559K	0.14%	78
2024 Q2	$217K	Buy	4,758 +82	+2%	+$3.82K	0.1%	73
2024 Q1	$221K	Buy	+4,676	New	+$201K	0.13%	52

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

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

Victory Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 52% in Q2 2026, selling an estimated $702K and leaving 11,541 shares worth $613K. The position accounts for 0.06% of the portfolio, ranked #189.

Victory Financial Group first reported a position in XLE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Victory Financial Group held 11,541 shares of State Street Energy Select Sector SPDR ETF worth $613K as of Q2 2026.
Victory Financial Group sold 12,277 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $702K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Victory Financial Group's portfolio in Q2 2026, its #189 holding.
Victory Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Victory Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $1.46M in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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