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

Visionary Horizons’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	–	Sell	-3,405	Closed	-$209K	–	151
2026 Q1	$209K	Buy	+3,405	New	+$183K	0.1%	123
2024 Q1	–	Sell	-7,010	Closed	-$294K	–	86
2023 Q4	$294K	Buy	+7,010	New	+$300K	0.24%	68

Other funds holding XLE

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

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Visionary Horizons's XLE Position: Q2 2026 in Review

Visionary Horizons sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,405 shares — an estimated $209K sold.

Visionary Horizons first reported a position in XLE in Q4 2023 and held it in 2 quarters. The position peaked at $294K in Q4 2023. 995 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Visionary Horizons reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Visionary Horizons sold 3,405 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $209K.
Visionary Horizons first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
Visionary Horizons's State Street Energy Select Sector SPDR ETF position peaked at $294K in Q4 2023.
995 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.