Act Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Act Wealth Management's XLE Position: Q3 2026 in Review
Act Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.1% in Q3 2026, buying an estimated $484K and bringing the position to 165,561 shares worth $10.2M. The position accounts for 2.99% of the portfolio, ranked #10.
Act Wealth Management first reported a position in XLE in Q1 2022 and has held it in 19 quarters since. The position peaked at $11.4M in Q1 2026. 603 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Act Wealth Management held 165,561 shares of State Street Energy Select Sector SPDR ETF worth $10.2M as of Q3 2026.
- Act Wealth Management bought 7,989 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $484K.
- State Street Energy Select Sector SPDR ETF made up 2.99% of Act Wealth Management's portfolio in Q3 2026, its #10 holding.
- Act Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
- Act Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $11.4M in Q1 2026.
- 603 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.