West Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

West Financial Advisors’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	$3.71M	Sell	69,771 -1,805	-3%	-$103K	0.56%	24
2026 Q1	$4.38M	Buy	+71,576	New	+$3.84M	0.74%	20
2023 Q4	–	Sell	-40,634	Closed	-$1.84M	–	210
2023 Q3	$1.84M	Buy	+40,634	New	+$1.78M	0.46%	24
2023 Q1	–	Sell	-37,024	Closed	-$1.62M	–	175
2022 Q4	$1.62M	Sell	37,024 -7,196	-16%	-$313K	0.45%	25
2022 Q3	$1.59M	Buy	+44,220	New	+$1.67M	0.48%	23

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

West Financial Advisors's XLE Position: Q2 2026 in Review

West Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q2 2026, selling an estimated $103K and leaving 69,771 shares worth $3.71M. The position accounts for 0.56% of the portfolio, ranked #24.

West Financial Advisors first reported a position in XLE in Q3 2022 and has held it in 5 quarters since. The position peaked at $4.38M in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

West Financial Advisors held 69,771 shares of State Street Energy Select Sector SPDR ETF worth $3.71M as of Q2 2026.
West Financial Advisors sold 1,805 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
State Street Energy Select Sector SPDR ETF made up 0.56% of West Financial Advisors's portfolio in Q2 2026, its #24 holding.
West Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 5 quarters since.
West Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.38M in Q1 2026.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.