4Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

4Wealth 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	$366K	Sell	6,828 -8,792	-56%	-$503K	0.28%	105
2026 Q1	$968K	Sell	15,620 -355	-2%	-$19K	0.83%	34
2025 Q4	$714K	Sell	15,975 -3,185	-17%	-$142K	0.61%	55
2025 Q3	$856K	Buy	19,160 +2,962	+18%	+$130K	0.76%	35
2025 Q2	$687K	Buy	16,198 +4,114	+34%	+$171K	0.7%	43
2025 Q1	$565K	Sell	12,084 -178	-1%	-$8.03K	0.62%	55
2024 Q4	$525K	Buy	+12,262	New	+$557K	0.53%	64

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

4Wealth Advisors's XLE Position: Q2 2026 in Review

4Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 56% in Q2 2026, selling an estimated $503K and leaving 6,828 shares worth $366K. The position accounts for 0.28% of the portfolio, ranked #105.

4Wealth Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $968K in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

4Wealth Advisors held 6,828 shares of State Street Energy Select Sector SPDR ETF worth $366K as of Q2 2026.
4Wealth Advisors sold 8,792 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $503K.
State Street Energy Select Sector SPDR ETF made up 0.28% of 4Wealth Advisors's portfolio in Q2 2026, its #105 holding.
4Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $968K in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.