Asset One Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Asset One Wealth Management's XLE Position: Q2 2026 in Review
Asset One Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.1% in Q2 2026, buying an estimated $63.5K and bringing the position to 14,758 shares worth $834K. The position accounts for 0.09% of the portfolio, ranked #174.
Asset One Wealth Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Asset One Wealth Management held 14,758 shares of State Street Energy Select Sector SPDR ETF worth $834K as of Q2 2026.
- Asset One Wealth Management bought 1,111 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $63.5K.
- State Street Energy Select Sector SPDR ETF made up 0.09% of Asset One Wealth Management's portfolio in Q2 2026, its #174 holding.
- Asset One Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.