Elevatus Welath 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
$253K Buy
4,758
+14
+0.3% +$800 0.06% 199
2026
Q1
$291K Buy
4,744
+46
+1% +$2.47K 0.15% 105
2025
Q4
$210K Buy
4,698
+36
+0.8% +$1.6K 0.06% 149
2025
Q3
$208K Buy
+4,662
New +$204K 0.06% 123
2025
Q2
Sell
-4,622
Closed -$216K 135
2025
Q1
$216K Sell
4,622
-244
-5% -$11K 0.12% 95
2024
Q4
$208K Buy
4,866
+2
+0% +$91 0.07% 101
2024
Q3
$214K Buy
+4,864
New +$217K 0.07% 99
2024
Q2
Sell
-4,364
Closed -$206K 125
2024
Q1
$206K Buy
+4,364
New +$187K 0.08% 94
2023
Q4
Sell
-4,882
Closed -$221K 108
2023
Q3
$221K Buy
+4,882
New +$214K 0.2% 59

Other funds holding XLE

Elevatus Welath Management's XLE Position: Q2 2026 in Review

Elevatus Welath Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.3% in Q2 2026, buying an estimated $800 and bringing the position to 4,758 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #199.

Elevatus Welath Management first reported a position in XLE in Q3 2023 and has held it in 9 quarters since. The position peaked at $291K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Elevatus Welath Management held 4,758 shares of State Street Energy Select Sector SPDR ETF worth $253K as of Q2 2026.
  • Elevatus Welath Management bought 14 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $800.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of Elevatus Welath Management's portfolio in Q2 2026, its #199 holding.
  • Elevatus Welath Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 9 quarters since.
  • Elevatus Welath Management's State Street Energy Select Sector SPDR ETF position peaked at $291K in Q1 2026.
  • 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.