Act 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
$8.37M Sell
157,572
-28,520
-15% -$1.63M 2.46% 12
2026
Q1
$11.4M Sell
186,092
-1,417
-0.8% -$76K 3.83% 9
2025
Q4
$8.38M Buy
187,509
+8,571
+5% +$382K 2.74% 12
2025
Q3
$7.99M Buy
178,938
+10,424
+6% +$456K 2.8% 11
2025
Q2
$7.15M Buy
168,514
+11,212
+7% +$467K 3.02% 10
2025
Q1
$7.35M Buy
157,302
+9,710
+7% +$438K 3.33% 10
2024
Q4
$6.32M Buy
147,592
+3,898
+3% +$177K 2.96% 11
2024
Q3
$6.31M Buy
143,694
+2,438
+2% +$109K 2.8% 11
2024
Q2
$6.44M Buy
141,256
+592
+0.4% +$27.6K 3.17% 9
2024
Q1
$6.64M Buy
140,664
+6,104
+5% +$262K 3.35% 9
2023
Q4
$5.64M Sell
134,560
-5,194
-4% -$222K 3.04% 10
2023
Q3
$6.32M Sell
139,754
-1,618
-1% -$70.8K 4.24% 7
2023
Q2
$5.74M Buy
141,372
+13,108
+10% +$534K 3.23% 9
2023
Q1
$5.31M Buy
128,264
+954
+0.7% +$40.8K 3.16% 9
2022
Q4
$5.57M Buy
127,310
+3,750
+3% +$163K 3.52% 8
2022
Q3
$4.45M Buy
123,560
+2,182
+2% +$82.5K 3.18% 9
2022
Q2
$4.34M Sell
121,378
-46,756
-28% -$1.88M 2.84% 9
2022
Q1
$6.43M Buy
+168,134
New +$5.82M 3.65% 8

Other funds holding XLE

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

Act Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, selling an estimated $1.63M and leaving 157,572 shares worth $8.37M. The position accounts for 2.46% of the portfolio, ranked #12.

Act Wealth Management first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.4M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Act Wealth Management held 157,572 shares of State Street Energy Select Sector SPDR ETF worth $8.37M as of Q2 2026.
  • Act Wealth Management sold 28,520 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.63M.
  • State Street Energy Select Sector SPDR ETF made up 2.46% of Act Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Act Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Act Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $11.4M in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.