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

Wealth Alliance 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	–	Sell	-3,400	Closed	-$208K	–	216
2026 Q1	$208K	Buy	+3,400	New	+$182K	0.03%	191
2025 Q2	–	Sell	-5,196	Closed	-$243K	–	204
2025 Q1	$243K	Hold	5,196	–	–	0.05%	168
2024 Q4	$223K	Sell	5,196 -4,824	-48%	-$219K	0.05%	174
2024 Q3	$440K	Hold	10,020	–	–	0.09%	114
2024 Q2	$457K	Sell	10,020 -868	-8%	-$40.4K	0.1%	116
2024 Q1	$514K	Buy	10,888 +1,640	+18%	+$70.4K	0.12%	104
2023 Q4	$388K	Hold	9,248	–	–	0.1%	123
2023 Q3	$418K	Buy	9,248 +580	+7%	+$25.4K	0.12%	106
2023 Q2	$352K	Buy	+8,668	New	+$353K	0.12%	115
2023 Q1	–	Sell	-18,836	Closed	-$824K	–	176
2022 Q4	$824K	Buy	18,836 +2,714	+17%	+$118K	0.32%	55
2022 Q3	$581K	Sell	16,122 -4,556	-22%	-$172K	0.26%	61
2022 Q2	$739K	Buy	20,678 +2	+0%	+$80	0.35%	50
2022 Q1	$790K	Buy	20,676 +8,106	+64%	+$281K	0.34%	52
2021 Q4	$349K	Buy	+12,570	New	+$355K	0.15%	104

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

Wealth Alliance Advisory Group's XLE Position: Q2 2026 in Review

Wealth Alliance Advisory Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,400 shares — an estimated $208K sold.

Wealth Alliance Advisory Group first reported a position in XLE in Q4 2021 and held it in 14 quarters. The position peaked at $824K in Q4 2022. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wealth Alliance Advisory Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Wealth Alliance Advisory Group sold 3,400 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $208K.
Wealth Alliance Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
Wealth Alliance Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $824K in Q4 2022.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.