Collaborative Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Collaborative Wealth Management's XLE Position: Q2 2026 in Review

Collaborative Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q2 2026, selling an estimated $31.8K and leaving 27,275 shares worth $1.45M. The position accounts for 0.61% of the portfolio, ranked #27.

Collaborative Wealth Management first reported a position in XLE in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.7M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

• Collaborative Wealth Management held 27,275 shares of State Street Energy Select Sector SPDR ETF worth $1.45M as of Q2 2026.
• Collaborative Wealth Management sold 557 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $31.8K.
• State Street Energy Select Sector SPDR ETF made up 0.61% of Collaborative Wealth Management's portfolio in Q2 2026, its #27 holding.
• Collaborative Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
• Collaborative Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.7M in Q1 2026.
• 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.