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

Windsor 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	$32.8K	Sell	618 -9,242	-94%	-$528K	0.02%	87
2026 Q1	$604K	Sell	9,860 -323	-3%	-$17.3K	0.5%	29
2025 Q4	$455K	Sell	10,183 -5,769	-36%	-$257K	0.41%	37
2025 Q3	$713K	Buy	15,952 +230	+1%	+$10.1K	0.63%	31
2025 Q2	$667K	Hold	15,722	–	–	0.95%	21
2025 Q1	$735K	Hold	15,722	–	–	0.95%	19
2024 Q4	$673K	Sell	15,722 -1,548	-9%	-$70.3K	0.78%	29
2024 Q3	$758K	Sell	17,270 -3,932	-19%	-$176K	0.86%	26
2024 Q2	$966K	Sell	21,202 -10,446	-33%	-$487K	1.94%	13
2024 Q1	$1.49M	Sell	31,648 -12,442	-28%	-$534K	4.21%	7
2023 Q4	$1.85M	Buy	44,090 +10,934	+33%	+$468K	5.5%	6
2023 Q3	$1.5M	Sell	33,156 -10,506	-24%	-$460K	3.56%	9
2023 Q2	$1.77M	Sell	43,662 -9,718	-18%	-$396K	4.38%	7
2023 Q1	$2.21M	Buy	53,380 +10,278	+24%	+$439K	5.29%	6
2022 Q4	$1.89M	Buy	+43,102	New	+$1.88M	5%	6

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

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

Windsor Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 94% in Q2 2026, selling an estimated $528K and leaving 618 shares worth $32.8K. The position accounts for 0.02% of the portfolio, ranked #87.

Windsor Advisory Group first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.21M in Q1 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Windsor Advisory Group held 618 shares of State Street Energy Select Sector SPDR ETF worth $32.8K as of Q2 2026.
Windsor Advisory Group sold 9,242 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $528K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Windsor Advisory Group's portfolio in Q2 2026, its #87 holding.
Windsor Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Windsor Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $2.21M in Q1 2023.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.