VisionPoint Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

VisionPoint Advisory 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	$2.12M	Buy	39,989 +11,267	+39%	+$644K	0.35%	67
2026 Q1	$1.76M	Buy	+28,722	New	+$1.54M	0.33%	73
2024 Q4	–	Sell	-4,462	Closed	-$196K	–	316
2024 Q3	$196K	Buy	4,462 +2,926	+190%	+$131K	0.07%	175
2024 Q2	$70K	Buy	1,536 +1,216	+380%	+$56.6K	0.02%	240
2024 Q1	$15.1K	Buy	320 +232	+264%	+$9.96K	0.01%	414
2023 Q4	$3.69K	Hold	88	–	–	﹤0.01%	535
2023 Q3	$3.98K	Sell	88 -60	-41%	-$2.63K	﹤0.01%	525
2023 Q2	$6.01K	Buy	+148	New	+$6.03K	﹤0.01%	440
2023 Q1	–	Sell	-58,194	Closed	-$2.62M	–	150
2022 Q4	$2.62M	Buy	+58,194	New	+$2.53M	1.08%	26
2022 Q2	–	Sell	-8,924	Closed	-$349K	–	123
2022 Q1	$349K	Buy	+8,924	New	+$309K	0.16%	62
2020 Q1	–	Sell	-6,810	Closed	-$204K	–	156
2019 Q4	$204K	Sell	6,810 -1,000	-13%	-$29.7K	0.08%	119
2019 Q3	$224K	Sell	7,810 -2,000	-20%	-$60.5K	0.06%	122
2019 Q2	$312K	Buy	9,810 +44	+0.5%	+$1.41K	0.09%	88
2019 Q1	$323K	Sell	9,766 -136	-1%	-$4.37K	0.09%	89
2018 Q4	$284K	Buy	+9,902	New	+$331K	0.09%	84

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

VisionPoint Advisory Group's XLE Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 39% in Q2 2026, buying an estimated $644K and bringing the position to 39,989 shares worth $2.12M. The position accounts for 0.35% of the portfolio, ranked #67.

VisionPoint Advisory Group first reported a position in XLE in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.62M in Q4 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

VisionPoint Advisory Group held 39,989 shares of State Street Energy Select Sector SPDR ETF worth $2.12M as of Q2 2026.
VisionPoint Advisory Group bought 11,267 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $644K.
State Street Energy Select Sector SPDR ETF made up 0.35% of VisionPoint Advisory Group's portfolio in Q2 2026, its #67 holding.
VisionPoint Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 15 quarters since.
VisionPoint Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $2.62M in Q4 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.