Ark Wealth Advisors’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
$264K Sell
4,974
-1,083
-18% -$61.9K 0.23% 82
2026
Q1
$371K Sell
6,057
-2,432
-29% -$130K 0.37% 68
2025
Q4
$380K Buy
+8,489
New +$378K 0.41% 60

Other funds holding XLE

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

Ark Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, selling an estimated $61.9K and leaving 4,974 shares worth $264K. The position accounts for 0.23% of the portfolio, ranked #82.

Ark Wealth Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q4 2025. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Ark Wealth Advisors held 4,974 shares of State Street Energy Select Sector SPDR ETF worth $264K as of Q2 2026.
  • Ark Wealth Advisors sold 1,083 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $61.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.23% of Ark Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Ark Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Ark Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $380K in Q4 2025.
  • 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ark Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.