Adamsbrown Wealth Consultants’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Adamsbrown Wealth Consultants's XLE Position: Q2 2026 in Review
Adamsbrown Wealth Consultants reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.9% in Q2 2026, selling an estimated $28.3K and leaving 4,496 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #147.
Adamsbrown Wealth Consultants first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $406K in Q1 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Adamsbrown Wealth Consultants held 4,496 shares of State Street Energy Select Sector SPDR ETF worth $239K as of Q2 2026.
- Adamsbrown Wealth Consultants sold 495 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $28.3K.
- State Street Energy Select Sector SPDR ETF made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #147 holding.
- Adamsbrown Wealth Consultants first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
- Adamsbrown Wealth Consultants's State Street Energy Select Sector SPDR ETF position peaked at $406K in Q1 2022.
- 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.