World Equity Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

World Equity 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	$255K	Buy	4,801 +159	+3%	+$9.09K	0.06%	334
2026 Q1	$284K	Sell	4,642 -1,006	-18%	-$54K	0.07%	294
2025 Q4	$253K	Sell	5,648 -544	-9%	-$24.2K	0.07%	293
2025 Q3	$277K	Sell	6,192 -310	-5%	-$13.6K	0.06%	290
2025 Q2	$276K	Buy	6,502 +578	+10%	+$24.1K	0.08%	262
2025 Q1	$270K	Sell	5,924 -9,968	-63%	-$449K	0.08%	245
2024 Q4	$681K	Buy	15,892 +9,924	+166%	+$451K	0.15%	147
2024 Q3	$262K	Sell	5,968 -2,506	-30%	-$112K	0.09%	207
2024 Q2	$386K	Sell	8,474 -220	-3%	-$10.2K	0.12%	189
2024 Q1	$410K	Buy	8,694 +3,798	+78%	+$163K	0.08%	205
2023 Q4	$215K	Sell	4,896 -646	-12%	-$27.6K	0.04%	307
2023 Q3	$250K	Buy	+5,542	New	+$242K	0.05%	285
2023 Q2	–	Sell	-88,936	Closed	-$1.64M	–	585
2023 Q1	$1.64M	Buy	88,936 +72,940	+456%	+$3.12M	0.25%	108
2022 Q4	$700K	Buy	15,996 +3,680	+30%	+$160K	0.17%	141
2022 Q3	$444K	Sell	12,316 -7,892	-39%	-$298K	0.11%	181
2022 Q2	$723K	Sell	20,208 -10,248	-34%	-$411K	0.18%	139
2022 Q1	$1.16M	Buy	+30,456	New	+$1.05M	0.25%	110

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

World Equity Group's XLE Position: Q2 2026 in Review

World Equity Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.4% in Q2 2026, buying an estimated $9.09K and bringing the position to 4,801 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #334.

World Equity Group first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.64M in Q1 2023. 501 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

World Equity Group held 4,801 shares of State Street Energy Select Sector SPDR ETF worth $255K as of Q2 2026.
World Equity Group bought 159 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $9.09K.
State Street Energy Select Sector SPDR ETF made up 0.06% of World Equity Group's portfolio in Q2 2026, its #334 holding.
World Equity Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
World Equity Group's State Street Energy Select Sector SPDR ETF position peaked at $1.64M in Q1 2023.
501 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.