Abound Wealth Management’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
$130K Buy
2,439
+156
+7% +$8.92K 0.03% 136
2026
Q1
$140K Buy
2,283
+114
+5% +$6.12K 0.03% 119
2025
Q4
$97K Sell
2,169
-55
-2% -$2.45K 0.02% 142
2025
Q3
$99.4K Buy
2,224
+120
+6% +$5.25K 0.02% 137
2025
Q2
$89.3K Hold
2,104
0.03% 137
2025
Q1
$98.3K Hold
2,104
0.03% 118
2024
Q4
$90.1K Hold
2,104
0.03% 117
2024
Q3
$92.4K Hold
2,104
0.03% 111
2024
Q2
$95.9K Sell
2,104
-46
-2% -$2.14K 0.04% 98
2024
Q1
$102K Buy
2,150
+46
+2% +$1.98K 0.04% 92
2023
Q4
$88.2K Sell
2,104
-74
-3% -$3.16K 0.04% 98
2023
Q3
$98.4K Hold
2,178
0.04% 77
2023
Q2
$88.4K Buy
2,178
+74
+4% +$3.01K 0.04% 84
2023
Q1
$87.2K Hold
2,104
0.04% 82
2022
Q4
$92K Buy
2,104
+2
+0.1% +$87 0.05% 69
2022
Q3
$75.7K Hold
2,102
0.04% 79
2022
Q2
$75.2K Buy
+2,102
New +$84.3K 0.04% 54

Other funds holding XLE

Abound Wealth Management's XLE Position: Q2 2026 in Review

Abound Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.8% in Q2 2026, buying an estimated $8.92K and bringing the position to 2,439 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #136.

Abound Wealth Management first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. The position peaked at $140K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Abound Wealth Management held 2,439 shares of State Street Energy Select Sector SPDR ETF worth $130K as of Q2 2026.
  • Abound Wealth Management bought 156 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.92K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Abound Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • Abound Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $140K in Q1 2026.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.