Circle Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Circle Wealth Management's XLE Position: Q2 2026 in Review
Circle Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.1% in Q2 2026, buying an estimated $572 and bringing the position to 10,045 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #195.
Circle Wealth Management first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $810K in Q1 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Circle Wealth Management held 10,045 shares of State Street Energy Select Sector SPDR ETF worth $533K as of Q2 2026.
- Circle Wealth Management bought 10 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $572.
- State Street Energy Select Sector SPDR ETF made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #195 holding.
- Circle Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
- Circle Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $810K in Q1 2025.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.