Buska Wealth Management’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
$5.74M Sell
108,127
-8,478
-7% -$485K 2.07% 13
2026
Q1
$7.14M Sell
116,605
-19,557
-14% -$1.05M 2.87% 8
2025
Q4
$6.09M Sell
136,162
-48,662
-26% -$2.17M 2.25% 12
2025
Q3
$8.26M Sell
184,824
-42,170
-19% -$1.85M 2.48% 11
2025
Q2
$9.63M Buy
226,994
+13,730
+6% +$572K 2.63% 10
2025
Q1
$9.96M Buy
213,264
+8,134
+4% +$367K 3.12% 7
2024
Q4
$8.79M Buy
205,130
+17,690
+9% +$804K 2.81% 9
2024
Q3
$8.23M Buy
187,440
+12,032
+7% +$538K 2.87% 9
2024
Q2
$7.99M Buy
175,408
+12,088
+7% +$563K 3.19% 8
2024
Q1
$7.71M Buy
+163,320
New +$7.02M 3.38% 7

Other funds holding XLE

Buska Wealth Management's XLE Position: Q2 2026 in Review

Buska Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.3% in Q2 2026, selling an estimated $485K and leaving 108,127 shares worth $5.74M. The position accounts for 2.07% of the portfolio, ranked #13.

Buska Wealth Management first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.96M in Q1 2025. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Buska Wealth Management held 108,127 shares of State Street Energy Select Sector SPDR ETF worth $5.74M as of Q2 2026.
  • Buska Wealth Management sold 8,478 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $485K.
  • State Street Energy Select Sector SPDR ETF made up 2.07% of Buska Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Buska 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.
  • Buska Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $9.96M in Q1 2025.
  • 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.