Alta Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Alta Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Hold	5,309	–	–	0.08%	151
2026 Q1	$325K	Buy	5,309 +20	+0.4%	+$1.07K	0.11%	140
2025 Q4	$236K	Buy	+5,289	New	+$236K	0.08%	147
2025 Q1	–	Sell	-15,230	Closed	-$652K	–	149
2024 Q4	$652K	Sell	15,230 -496	-3%	-$22.5K	0.29%	67
2024 Q3	$690K	Buy	+15,726	New	+$703K	0.32%	66
2023 Q1	–	Sell	-21,432	Closed	-$937K	–	152
2022 Q4	$937K	Buy	21,432 +5,908	+38%	+$257K	0.63%	43
2022 Q3	$559K	Buy	+15,524	New	+$587K	0.4%	77
2022 Q2	–	Sell	-17,610	Closed	-$673K	–	151
2022 Q1	$673K	Buy	+17,610	New	+$610K	0.4%	73

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Alta Wealth Advisors's XLE Position: Q2 2026 in Review

Alta Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 5,309 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #151.

Alta Wealth Advisors first reported a position in XLE in Q1 2022 and has held it in 8 quarters since. The position peaked at $937K in Q4 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Alta Wealth Advisors held 5,309 shares of State Street Energy Select Sector SPDR ETF worth $282K as of Q2 2026.
Alta Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.08% of Alta Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Alta Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 8 quarters since.
Alta Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $937K in Q4 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.