Bullock Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Bullock Wealth Management's XLE Position: Q2 2026 in Review
Bullock Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.1% in Q2 2026, buying an estimated $343 and bringing the position to 5,788 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #139.
Bullock Wealth Management first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $341K in Q1 2026. 2,047 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Bullock Wealth Management held 5,788 shares of State Street Energy Select Sector SPDR ETF worth $306K as of Q2 2026.
- Bullock Wealth Management bought 6 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $343.
- State Street Energy Select Sector SPDR ETF made up 0.13% of Bullock Wealth Management's portfolio in Q2 2026, its #139 holding.
- Bullock Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
- Bullock Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $341K in Q1 2026.
- 2,047 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.