5W
XLE icon

5T Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

5T Wealth’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 		$356K Sell
6,696
-1,581
-19% -$90.4K 0.13% 108
2026
Q1 		$507K Sell
8,277
-214
-3% -$11.5K 0.2% 88
2025
Q4 		$380K Buy
+8,491
New +$378K 0.15% 100

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

5T Wealth's XLE Position: Q2 2026 in Review

5T Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q2 2026, selling an estimated $90.4K and leaving 6,696 shares worth $356K. The position accounts for 0.13% of the portfolio, ranked #108.

5T Wealth first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $507K in Q1 2026. 781 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • 5T Wealth held 6,696 shares of State Street Energy Select Sector SPDR ETF worth $356K as of Q2 2026.
  • 5T Wealth sold 1,581 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $90.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.13% of 5T Wealth's portfolio in Q2 2026, its #108 holding.
  • 5T Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 5T Wealth's State Street Energy Select Sector SPDR ETF position peaked at $507K in Q1 2026.
  • 781 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.