Apex Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Apex Wealth Management's XLE Position: Q2 2026 in Review
Apex Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 28% in Q2 2026, selling an estimated $159K and leaving 7,171 shares worth $381K. The position accounts for 0.23% of the portfolio, ranked #52.
Apex Wealth Management first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $609K in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Apex Wealth Management held 7,171 shares of State Street Energy Select Sector SPDR ETF worth $381K as of Q2 2026.
- Apex Wealth Management sold 2,773 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $159K.
- State Street Energy Select Sector SPDR ETF made up 0.23% of Apex Wealth Management's portfolio in Q2 2026, its #52 holding.
- Apex Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Apex Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $609K 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 Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.