Denver 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
Sell
-11,888
Closed -$728K 117
2026
Q1
$728K Sell
11,888
-836
-7% -$44.8K 0.25% 47
2025
Q4
$569K Sell
12,724
-190
-1% -$8.46K 0.2% 52
2025
Q3
$577K Sell
12,914
-1,610
-11% -$70.5K 0.21% 51
2025
Q2
$616K Buy
14,524
+942
+7% +$39.2K 0.25% 44
2025
Q1
$635K Sell
13,582
-330
-2% -$14.9K 0.29% 42
2024
Q4
$596K Sell
13,912
-516
-4% -$23.4K 0.27% 41
2024
Q3
$633K Buy
14,428
+424
+3% +$19K 0.29% 41
2024
Q2
$638K Sell
14,004
-94
-0.7% -$4.38K 0.32% 43
2024
Q1
$666K Sell
14,098
-6,398
-31% -$275K 0.34% 41
2023
Q4
$859K Sell
20,496
-2,838
-12% -$121K 0.49% 32
2023
Q3
$1.05M Sell
23,334
-646
-3% -$28.3K 0.68% 30
2023
Q2
$973K Sell
23,980
-162
-0.7% -$6.6K 0.68% 30
2023
Q1
$1,000K Sell
24,142
-6,928
-22% -$296K 0.69% 33
2022
Q4
$1.36M Buy
31,070
+4,126
+15% +$180K 1.01% 24
2022
Q3
$970K Buy
26,944
+7,138
+36% +$270K 0.92% 22
2022
Q2
$708K Buy
+19,806
New +$795K 0.74% 26

Other funds holding XLE

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

Denver Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 11,888 shares — an estimated $728K sold.

Denver Wealth Management first reported a position in XLE in Q2 2022 and held it in 16 quarters. The position peaked at $1.36M in Q4 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Denver Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Denver Wealth Management sold 11,888 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $728K.
  • Denver Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 16 quarters.
  • Denver Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.36M in Q4 2022.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.