ClientFirst Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
ClientFirst Wealth Management's XLE Position: Q2 2026 in Review
ClientFirst Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.1% in Q2 2026, buying an estimated $10.5K and bringing the position to 4,618 shares worth $245K. The position accounts for 0.2% of the portfolio, ranked #45.
ClientFirst Wealth Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $272K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- ClientFirst Wealth Management held 4,618 shares of State Street Energy Select Sector SPDR ETF worth $245K as of Q2 2026.
- ClientFirst Wealth Management bought 183 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $10.5K.
- State Street Energy Select Sector SPDR ETF made up 0.2% of ClientFirst Wealth Management's portfolio in Q2 2026, its #45 holding.
- ClientFirst 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.
- ClientFirst Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $272K in Q1 2026.
- 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.