Continuum Wealth Advisors’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
$8.57M Buy
161,345
+9,272
+6% +$530K 2.89% 11
2026
Q1
$9.32M Buy
+152,073
New +$8.16M 3.87% 9
2025
Q2
Sell
-4,434
Closed -$207K 65
2025
Q1
$207K Buy
+4,434
New +$200K 0.11% 52
2023
Q1
Sell
-49,890
Closed -$2.18M 49
2022
Q4
$2.18M Buy
+49,890
New +$2.17M 2.17% 9

Other funds holding XLE

Continuum Wealth Advisors's XLE Position: Q2 2026 in Review

Continuum Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.1% in Q2 2026, buying an estimated $530K and bringing the position to 161,345 shares worth $8.57M. The position accounts for 2.89% of the portfolio, ranked #11.

Continuum Wealth Advisors first reported a position in XLE in Q4 2022 and has held it in 4 quarters since. The position peaked at $9.32M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Continuum Wealth Advisors held 161,345 shares of State Street Energy Select Sector SPDR ETF worth $8.57M as of Q2 2026.
  • Continuum Wealth Advisors bought 9,272 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $530K.
  • State Street Energy Select Sector SPDR ETF made up 2.89% of Continuum Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Continuum Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 4 quarters since.
  • Continuum Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $9.32M in Q1 2026.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.