Connecticut Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Connecticut Wealth Management's XLE Position: Q2 2026 in Review
Connecticut Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q2 2026, buying an estimated $28.6K and bringing the position to 18,684 shares worth $992K. The position accounts for 0.04% of the portfolio, ranked #164.
Connecticut Wealth Management first reported a position in XLE in Q2 2019 and has held it in 13 quarters since. The position peaked at $2.58M in Q2 2019. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Connecticut Wealth Management held 18,684 shares of State Street Energy Select Sector SPDR ETF worth $992K as of Q2 2026.
- Connecticut Wealth Management bought 500 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $28.6K.
- State Street Energy Select Sector SPDR ETF made up 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #164 holding.
- Connecticut Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and has held it in 13 quarters since.
- Connecticut Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.58M in Q2 2019.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.