Basecamp 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
Sell
-2,278
Closed -$140K 2003
2026
Q1
$140K Hold
2,278
0.03% 324
2025
Q4
$102K Buy
+2,278
New +$101K 0.02% 371

Other funds holding XLE

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

Basecamp Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 2,278 shares — an estimated $140K sold.

Basecamp Wealth Advisors first reported a position in XLE in Q4 2025 and held it in 2 quarters. The position peaked at $140K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 2,278 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $140K.
  • Basecamp Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $140K in Q1 2026.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.