Accurate Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Accurate Wealth Management’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	$389K	Sell	7,076 -143,818	-95%	-$8.22M	0.04%	401
2026 Q1	$8.59M	Buy	150,894 +145,361	+2,627%	+$7.8M	1.03%	19
2025 Q4	$258K	Sell	5,533 -973	-15%	-$43.3K	0.03%	435
2025 Q3	$281K	Buy	6,506 +6	+0.1%	+$263	0.04%	408
2025 Q2	$288K	Sell	6,500 -380	-6%	-$15.8K	0.04%	362
2025 Q1	$270K	Buy	6,880 +478	+7%	+$21.6K	0.05%	314
2024 Q4	$283K	Sell	6,402 -174	-3%	-$7.91K	0.05%	305
2024 Q3	$298K	Sell	6,576 -696	-10%	-$31.1K	0.06%	285
2024 Q2	$333K	Sell	7,272 -2,924	-29%	-$136K	0.08%	223
2024 Q1	$484K	Sell	10,196 -3,206	-24%	-$138K	0.14%	148
2023 Q4	$548K	Sell	13,402 -215,508	-94%	-$9.21M	0.17%	123
2023 Q3	$10.4M	Buy	228,910 +216,124	+1,690%	+$9.46M	3.27%	2
2023 Q2	$523K	Sell	12,786 -854	-6%	-$34.8K	0.16%	130
2023 Q1	$584K	Buy	13,640 +1,740	+15%	+$74.4K	0.2%	118
2022 Q4	$523K	Sell	11,900 -1,720	-13%	-$74.9K	0.19%	100
2022 Q3	$552K	Buy	+13,620	New	+$515K	0.23%	85
2021 Q3	–	Sell	-275,446	Closed	-$7.42M	–	152
2021 Q2	$7.42M	Buy	+275,446	New	+$7.16M	6.52%	2

Other funds holding XLE

FMI

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Accurate Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 95% in Q2 2026, selling an estimated $8.22M and leaving 7,076 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #401.

Accurate Wealth Management first reported a position in XLE in Q2 2021 and has held it in 17 quarters since. The position peaked at $10.4M in Q3 2023. 776 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Accurate Wealth Management held 7,076 shares of State Street Energy Select Sector SPDR ETF worth $389K as of Q2 2026.
Accurate Wealth Management sold 143,818 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.22M.
State Street Energy Select Sector SPDR ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #401 holding.
Accurate Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 17 quarters since.
Accurate Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $10.4M in Q3 2023.
776 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.