Affinity Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Affinity Wealth Management's XLE Position: Q2 2026 in Review
Affinity Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.17% in Q2 2026, selling an estimated $67.4K and leaving 708,338 shares worth $37.6M. The position accounts for 4.85% of the portfolio, ranked #7.
Affinity Wealth Management first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $43.5M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Affinity Wealth Management held 708,338 shares of State Street Energy Select Sector SPDR ETF worth $37.6M as of Q2 2026.
- Affinity Wealth Management sold 1,179 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $67.4K.
- State Street Energy Select Sector SPDR ETF made up 4.85% of Affinity Wealth Management's portfolio in Q2 2026, its #7 holding.
- Affinity 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.
- Affinity Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $43.5M 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 Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.