Centennial Wealth Advisory’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
$404K Sell
7,614
-344
-4% -$19.7K 0.09% 138
2026
Q1
$487K Buy
7,958
+243
+3% +$13K 0.12% 107
2025
Q4
$345K Buy
7,715
+627
+9% +$27.9K 0.09% 132
2025
Q3
$317K Buy
7,088
+210
+3% +$9.19K 0.09% 132
2025
Q2
$294K Buy
6,878
+362
+6% +$15.1K 0.09% 129
2025
Q1
$304K Buy
6,516
+342
+6% +$15.4K 0.11% 118
2024
Q4
$264K Buy
6,174
+18
+0.3% +$818 0.1% 123
2024
Q3
$270K Buy
6,156
+822
+15% +$36.7K 0.11% 123
2024
Q2
$243K Buy
+5,334
New +$248K 0.11% 126
2022
Q3
Sell
-7,576
Closed -$271K 140
2022
Q2
$271K Sell
7,576
-4,758
-39% -$191K 0.15% 88
2022
Q1
$471K Buy
12,334
+1,950
+19% +$67.5K 0.26% 54
2021
Q4
$288K Buy
10,384
+894
+9% +$25.3K 0.16% 62
2021
Q3
$247K Buy
9,490
+1,316
+16% +$32.6K 0.15% 68
2021
Q2
$220K Buy
+8,174
New +$213K 0.14% 78

Other funds holding XLE

Centennial Wealth Advisory's XLE Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q2 2026, selling an estimated $19.7K and leaving 7,614 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #138.

Centennial Wealth Advisory first reported a position in XLE in Q2 2021 and has held it in 14 quarters since. The position peaked at $487K in Q1 2026. 391 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Centennial Wealth Advisory held 7,614 shares of State Street Energy Select Sector SPDR ETF worth $404K as of Q2 2026.
  • Centennial Wealth Advisory sold 344 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $19.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of Centennial Wealth Advisory's portfolio in Q2 2026, its #138 holding.
  • Centennial Wealth Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 14 quarters since.
  • Centennial Wealth Advisory's State Street Energy Select Sector SPDR ETF position peaked at $487K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.