Caliber Wealth Management (Kansas)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Caliber Wealth Management (Kansas)’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	–	Sell	-3,452	Closed	-$211K	–	314
2026 Q1	$211K	Buy	+3,452	New	+$185K	0.02%	261
2025 Q2	–	Sell	-5,154	Closed	-$241K	–	296
2025 Q1	$241K	Buy	+5,154	New	+$232K	0.03%	217

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s XLE Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,452 shares — an estimated $211K sold.

Caliber Wealth Management (Kansas) first reported a position in XLE in Q1 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2025. 870 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Caliber Wealth Management (Kansas) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Caliber Wealth Management (Kansas) sold 3,452 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $211K.
Caliber Wealth Management (Kansas) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
Caliber Wealth Management (Kansas)'s State Street Energy Select Sector SPDR ETF position peaked at $241K in Q1 2025.
870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.