Bauman Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Bauman Advisory Group's XLE Position: Q2 2026 in Review
Bauman Advisory Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.72% in Q2 2026, buying an estimated $4.06K and bringing the position to 9,993 shares worth $531K. The position accounts for 0.28% of the portfolio, ranked #48.
Bauman Advisory Group first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $608K in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Bauman Advisory Group held 9,993 shares of State Street Energy Select Sector SPDR ETF worth $531K as of Q2 2026.
- Bauman Advisory Group bought 71 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.06K.
- State Street Energy Select Sector SPDR ETF made up 0.28% of Bauman Advisory Group's portfolio in Q2 2026, its #48 holding.
- Bauman Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Bauman Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $608K in Q1 2026.
- 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.