Badgley Phelps Wealth Managers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Badgley Phelps Wealth Managers's XLE Position: Q3 2026 in Review
Badgley Phelps Wealth Managers increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.34% in Q3 2026, buying an estimated $2.18K and bringing the position to 10,750 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #223.
Badgley Phelps Wealth Managers first reported a position in XLE in Q1 2022 and has held it in 19 quarters since. The position peaked at $756K in Q4 2024. 904 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Badgley Phelps Wealth Managers held 10,750 shares of State Street Energy Select Sector SPDR ETF worth $661K as of Q3 2026.
- Badgley Phelps Wealth Managers bought 36 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $2.18K.
- State Street Energy Select Sector SPDR ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #223 holding.
- Badgley Phelps Wealth Managers first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
- Badgley Phelps Wealth Managers's State Street Energy Select Sector SPDR ETF position peaked at $756K in Q4 2024.
- 904 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.