Vista Investment Partners II’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Vista Investment Partners II’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	-16,777	Closed	-$1.03M	–	184
2026 Q1	$1.03M	Buy	+16,777	New	+$900K	0.46%	62

Other funds holding XLE

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Vista Investment Partners II's XLE Position: Q2 2026 in Review

Vista Investment Partners II sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 16,777 shares — an estimated $1.03M sold.

Vista Investment Partners II first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $1.03M in Q1 2026. 889 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Vista Investment Partners II reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Vista Investment Partners II sold 16,777 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.03M.
Vista Investment Partners II first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
Vista Investment Partners II's State Street Energy Select Sector SPDR ETF position peaked at $1.03M in Q1 2026.
889 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.