Clear Wave 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
$5.84M Buy
110,009
+34,717
+46% +$1.99M 1.08% 23
2026
Q1
$4.61M Buy
+75,292
New +$4.04M 1% 27

Other funds holding XLE

Clear Wave Wealth Management's XLE Position: Q2 2026 in Review

Clear Wave Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 46% in Q2 2026, buying an estimated $1.99M and bringing the position to 110,009 shares worth $5.84M. The position accounts for 1.08% of the portfolio, ranked #23.

Clear Wave Wealth Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Clear Wave Wealth Management held 110,009 shares of State Street Energy Select Sector SPDR ETF worth $5.84M as of Q2 2026.
  • Clear Wave Wealth Management bought 34,717 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.99M.
  • State Street Energy Select Sector SPDR ETF made up 1.08% of Clear Wave Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Clear Wave Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.