Diversify 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
$2.01M Buy
34,445
+379
+1% +$21.7K 0.03% 410
2026
Q1
$2.01M Buy
+34,066
New +$1.83M 0.04% 375
2025
Q4
Sell
-5,300
Closed -$234K 637
2025
Q3
$234K Buy
5,300
+96
+2% +$4.2K 0.01% 495
2025
Q2
$220K Buy
5,204
+336
+7% +$14K 0.01% 504
2025
Q1
$201K Buy
+4,868
New +$219K 0.02% 495

Other funds holding XLE

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

Diversify Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 34,445 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #410.

Diversify Wealth Management first reported a position in XLE in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.01M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Diversify Wealth Management held 34,445 shares of State Street Energy Select Sector SPDR ETF worth $2.01M as of Q2 2026.
  • Diversify Wealth Management bought 379 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #410 holding.
  • Diversify Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • Diversify Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.01M in Q1 2026.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.