180 Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.41M Sell
101,817
-5,667
-5% -$324K 0.54% 44
2026
Q1
$6.58M Buy
107,484
+7,278
+7% +$390K 0.75% 25
2025
Q4
$4.48M Buy
100,206
+24,504
+32% +$1.09M 0.51% 41
2025
Q3
$3.38M Buy
75,702
+12,574
+20% +$551K 0.41% 57
2025
Q2
$2.68M Buy
63,128
+12,398
+24% +$516K 0.37% 67
2025
Q1
$2.37M Buy
50,730
+4,834
+11% +$218K 0.38% 70
2024
Q4
$1.97M Buy
45,896
+7,714
+20% +$351K 0.31% 80
2024
Q3
$1.68M Buy
38,182
+3,108
+9% +$139K 0.26% 92
2024
Q2
$1.58M Buy
35,074
+1,288
+4% +$60K 0.26% 93
2024
Q1
$1.59M Buy
33,786
+128
+0.4% +$5.5K 0.29% 91
2023
Q4
$1.43M Buy
33,658
+4,156
+14% +$178K 0.29% 95
2023
Q3
$1.33M Buy
29,502
+2,258
+8% +$98.8K 0.3% 87
2023
Q2
$1.11M Buy
27,244
+4,722
+21% +$192K 0.24% 102
2023
Q1
$933K Buy
22,522
+2,894
+15% +$124K 0.22% 113
2022
Q4
$914K Buy
19,628
+4,880
+33% +$212K 0.21% 107
2022
Q3
$531K Buy
14,748
+5,210
+55% +$197K 0.15% 134
2022
Q2
$346K Buy
9,538
+742
+8% +$29.8K 0.09% 222
2022
Q1
$353K Sell
8,796
-274
-3% -$9.49K 0.08% 246
2021
Q4
$283K Buy
9,070
+210
+2% +$5.93K 0.06% 286
2021
Q3
$254K Buy
8,860
+510
+6% +$12.6K 0.06% 311
2021
Q2
$207K Sell
8,350
-74
-0.9% -$1.92K 0.05% 340
2021
Q1
$220K Buy
+8,424
New +$194K 0.05% 321
2019
Q1
Sell
-11,950
Closed -$453K 286
2018
Q4
$453K Sell
11,950
-806
-6% -$27K 0.21% 142
2018
Q3
$483K Sell
12,756
-262
-2% -$9.82K 0.22% 135
2018
Q2
$494K Buy
+13,018
New +$484K 0.24% 124

Other funds holding XLE

180 Wealth Advisors's XLE Position: Q2 2026 in Review

180 Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.3% in Q2 2026, selling an estimated $324K and leaving 101,817 shares worth $5.41M. The position accounts for 0.54% of the portfolio, ranked #44.

180 Wealth Advisors first reported a position in XLE in Q2 2018 and has held it in 25 quarters since. The position peaked at $6.58M in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • 180 Wealth Advisors held 101,817 shares of State Street Energy Select Sector SPDR ETF worth $5.41M as of Q2 2026.
  • 180 Wealth Advisors sold 5,667 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $324K.
  • State Street Energy Select Sector SPDR ETF made up 0.54% of 180 Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • 180 Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 25 quarters since.
  • 180 Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.58M in Q1 2026.
  • 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.