Alchemi Wealth’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
$643K Sell
12,114
-1,172
-9% -$67K 0.3% 79
2026
Q1
$814K Buy
13,286
+201
+2% +$10.8K 0.45% 53
2025
Q4
$585K Buy
+13,085
New +$583K 0.32% 71

Other funds holding XLE

Alchemi Wealth's XLE Position: Q2 2026 in Review

Alchemi Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.8% in Q2 2026, selling an estimated $67K and leaving 12,114 shares worth $643K. The position accounts for 0.3% of the portfolio, ranked #79.

Alchemi Wealth first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $814K in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Alchemi Wealth held 12,114 shares of State Street Energy Select Sector SPDR ETF worth $643K as of Q2 2026.
  • Alchemi Wealth sold 1,172 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $67K.
  • State Street Energy Select Sector SPDR ETF made up 0.3% of Alchemi Wealth's portfolio in Q2 2026, its #79 holding.
  • Alchemi Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Alchemi Wealth's State Street Energy Select Sector SPDR ETF position peaked at $814K in Q1 2026.
  • 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.