Empirical 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
$478K Buy
8,995
+1,795
+25% +$103K 0.01% 698
2026
Q1
$441K Sell
7,200
-1,478
-17% -$79.3K 0.01% 622
2025
Q4
$388K Sell
8,678
-270
-3% -$12K 0.01% 607
2025
Q3
$400K Buy
8,948
+1,072
+14% +$46.9K 0.01% 531
2025
Q2
$334K Sell
7,876
-764
-9% -$31.8K 0.01% 507
2025
Q1
$404K Sell
8,640
-132
-2% -$5.95K 0.01% 444
2024
Q4
$376K Buy
8,772
+528
+6% +$24K 0.01% 454
2024
Q3
$362K Sell
8,244
-3,590
-30% -$160K 0.01% 433
2024
Q2
$539K Sell
11,834
-1,940
-14% -$90.4K 0.02% 344
2024
Q1
$650K Buy
+13,774
New +$592K 0.02% 302
2022
Q3
Sell
-5,582
Closed -$200K 488
2022
Q2
$200K Buy
+5,582
New +$224K 0.01% 442
2021
Q3
Sell
-8,878
Closed -$239K 488
2021
Q2
$239K Buy
+8,878
New +$231K 0.01% 399
2021
Q1
Sell
-24,006
Closed -$455K 425
2020
Q4
$455K Buy
+24,006
New +$414K 0.03% 261

Other funds holding XLE

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

Empirical Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 25% in Q2 2026, buying an estimated $103K and bringing the position to 8,995 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #698.

Empirical Wealth Management first reported a position in XLE in Q4 2020 and has held it in 13 quarters since. The position peaked at $650K in Q1 2024. 920 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Empirical Wealth Management held 8,995 shares of State Street Energy Select Sector SPDR ETF worth $478K as of Q2 2026.
  • Empirical Wealth Management bought 1,795 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #698 holding.
  • Empirical Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
  • Empirical Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $650K in Q1 2024.
  • 920 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.