Ballast Rock Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Ballast Rock Private Wealth's XLE Position: Q2 2026 in Review
Ballast Rock Private Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 71% in Q2 2026, selling an estimated $1.34M and leaving 9,549 shares worth $507K. The position accounts for 0.23% of the portfolio, ranked #104.
Ballast Rock Private Wealth first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.02M in Q1 2026. 2,032 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Ballast Rock Private Wealth held 9,549 shares of State Street Energy Select Sector SPDR ETF worth $507K as of Q2 2026.
- Ballast Rock Private Wealth sold 23,482 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.34M.
- State Street Energy Select Sector SPDR ETF made up 0.23% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #104 holding.
- Ballast Rock Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Ballast Rock Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $2.02M in Q1 2026.
- 2,032 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.