Atlantic Edge Private Wealth Management’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
$13.8K Hold
260
﹤0.01% 385
2026
Q1
$15.9K Hold
260
﹤0.01% 343
2025
Q4
$11.6K Sell
260
-500
-66% -$22.3K ﹤0.01% 364
2025
Q3
$34K Hold
760
0.01% 248
2025
Q2
$32.2K Hold
760
0.01% 243
2025
Q1
$35.5K Sell
760
-364
-32% -$16.4K 0.01% 225
2024
Q4
$48.1K Sell
1,124
-46
-4% -$2.09K 0.01% 206
2024
Q3
$51.4K Buy
1,170
+260
+29% +$11.6K 0.02% 203
2024
Q2
$41.5K Sell
910
-150
-14% -$6.99K 0.01% 205
2024
Q1
$50K Sell
1,060
-500
-32% -$21.5K 0.02% 193
2023
Q4
$65.4K Buy
+1,560
New +$66.7K 0.03% 171

Other funds holding XLE

Atlantic Edge Private Wealth Management's XLE Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 260 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Atlantic Edge Private Wealth Management first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $65.4K in Q4 2023. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 260 shares of State Street Energy Select Sector SPDR ETF worth $13.8K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Atlantic Edge Private Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $65.4K in Q4 2023.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.