World Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

World Investment 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	$5.75M	Buy	101,393 +17,230	+20%	+$985K	0.1%	231
2026 Q1	$5.16M	Buy	84,163 +7,714	+10%	+$414K	0.08%	255
2025 Q4	$3.42M	Buy	76,449 +42,061	+122%	+$1.87M	0.06%	341
2025 Q3	$1.54M	Buy	34,388 +2,184	+7%	+$95.6K	0.03%	461
2025 Q2	$1.37M	Buy	32,204 +6,220	+24%	+$259K	0.03%	451
2025 Q1	$1.21M	Sell	25,984 -834	-3%	-$37.6K	0.03%	452
2024 Q4	$1.15M	Buy	26,818 +12,404	+86%	+$564K	0.03%	444
2024 Q3	$633K	Buy	14,414 +7,758	+117%	+$347K	0.02%	531
2024 Q2	$303K	Buy	+6,656	New	+$310K	0.02%	497
2023 Q4	–	Sell	-43,546	Closed	-$1.97M	–	404
2023 Q3	$1.97M	Buy	43,546 +1,716	+4%	+$75.1K	0.39%	51
2023 Q2	$1.7M	Sell	41,830 -498	-1%	-$20.3K	0.33%	58
2023 Q1	$1.75M	Buy	42,328 +808	+2%	+$34.5K	0.37%	52
2022 Q4	$1.82M	Buy	41,520 +13,480	+48%	+$587K	0.42%	46
2022 Q3	$1.01M	Buy	28,040 +11,706	+72%	+$443K	0.24%	72
2022 Q2	$608K	Buy	16,334 +804	+5%	+$32.3K	0.13%	128
2022 Q1	$594K	Buy	15,530 +654	+4%	+$22.7K	0.12%	127
2021 Q4	$509K	Buy	+14,876	New	+$420K	0.11%	144
2021 Q3	–	Sell	-11,592	Closed	-$312K	–	269
2021 Q2	$312K	Sell	11,592 -76	-0.7%	-$1.98K	0.07%	180
2021 Q1	$303K	Buy	+11,668	New	+$269K	0.07%	171
2020 Q3	–	Sell	-23,678	Closed	-$457K	–	177
2020 Q2	$457K	Buy	+23,678	New	+$440K	0.16%	86

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

World Investment Advisors's XLE Position: Q2 2026 in Review

World Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q2 2026, buying an estimated $985K and bringing the position to 101,393 shares worth $5.75M. The position accounts for 0.1% of the portfolio, ranked #231.

World Investment Advisors first reported a position in XLE in Q2 2020 and has held it in 20 quarters since. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

World Investment Advisors held 101,393 shares of State Street Energy Select Sector SPDR ETF worth $5.75M as of Q2 2026.
World Investment Advisors bought 17,230 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $985K.
State Street Energy Select Sector SPDR ETF made up 0.1% of World Investment Advisors's portfolio in Q2 2026, its #231 holding.
World Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 20 quarters since.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.