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

Alterna Wealth Management’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	–	Sell	-14,733	Closed	-$903K	–	122
2026 Q1	$903K	Buy	14,733 +704	+5%	+$37.8K	0.68%	40
2025 Q4	$627K	Buy	+14,029	New	+$625K	0.52%	51
2020 Q4	$223K	Buy	+11,770	New	+$203K	0.28%	71
2019 Q1	–	Sell	-10,874	Closed	-$312K	–	340
2018 Q4	$312K	Buy	+10,874	New	+$364K	0.05%	246

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Alterna Wealth Management's XLE Position: Q2 2026 in Review

Alterna Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 14,733 shares — an estimated $903K sold.

Alterna Wealth Management first reported a position in XLE in Q4 2018 and held it in 4 quarters. The position peaked at $903K in Q1 2026. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Alterna Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Alterna Wealth Management sold 14,733 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $903K.
Alterna Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 4 quarters.
Alterna Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $903K in Q1 2026.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.