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

Alteri Wealth’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	$357K	Sell	6,720 -192	-3%	-$11K	0.1%	212
2026 Q1	$423K	Buy	6,912 +118	+2%	+$6.33K	0.14%	180
2025 Q4	$304K	Sell	6,794 -236	-3%	-$10.5K	0.1%	222
2025 Q3	$314K	Sell	7,030 -86	-1%	-$3.77K	0.11%	214
2025 Q2	$302K	Sell	7,116 -1,100	-13%	-$45.8K	0.12%	198
2025 Q1	$384K	Sell	8,216 -1,028	-11%	-$46.4K	0.17%	158
2024 Q4	$396K	Buy	+9,244	New	+$420K	0.11%	151

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Alteri Wealth's XLE Position: Q2 2026 in Review

Alteri Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q2 2026, selling an estimated $11K and leaving 6,720 shares worth $357K. The position accounts for 0.1% of the portfolio, ranked #212.

Alteri Wealth first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Alteri Wealth held 6,720 shares of State Street Energy Select Sector SPDR ETF worth $357K as of Q2 2026.
Alteri Wealth sold 192 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Alteri Wealth's portfolio in Q2 2026, its #212 holding.
Alteri Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's State Street Energy Select Sector SPDR ETF position peaked at $423K in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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