Consultiva 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
$21.2K Hold
400
0.05% 174
2026
Q1
$24.5K Hold
400
0.07% 145
2025
Q4
$17.9K Sell
400
-200
-33% -$8.91K 0.05% 170
2025
Q3
$26.8K Hold
600
0.08% 131
2025
Q2
$25.4K Hold
600
0.08% 132
2025
Q1
$28K Buy
+600
New +$27.1K 0.1% 123

Other funds holding XLE

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

Consultiva Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 400 shares worth $21.2K. The position accounts for 0.05% of the portfolio, ranked #174.

Consultiva Wealth Management first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $28K in Q1 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Consultiva Wealth Management held 400 shares of State Street Energy Select Sector SPDR ETF worth $21.2K as of Q2 2026.
  • Consultiva Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Consultiva Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Consultiva Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Consultiva Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $28K 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 Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.