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Bravera Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bravera Wealth’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.1K Buy
+1,696
New +$97K 0.03% 151
2026
Q1 		– Sell
-3,242
Closed -$145K – 510
2025
Q4 		$145K Buy
+3,242
New +$144K 0.07% 113

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Bravera Wealth's XLE Position: Q2 2026 in Review

Bravera Wealth opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 1,696 shares worth $90.1K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings. This is a return to the name: Bravera Wealth previously reported a position in XLE as recently as Q4 2025.

Bravera Wealth first reported a position in XLE in Q4 2025 and has held it in 2 quarters since. The position peaked at $145K in Q4 2025. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Bravera Wealth held 1,696 shares of State Street Energy Select Sector SPDR ETF worth $90.1K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Bravera Wealth position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Bravera Wealth's portfolio in Q2 2026, its #151 holding.
  • Bravera Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • Bravera Wealth's State Street Energy Select Sector SPDR ETF position peaked at $145K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.