Encompass More Asset 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
$85K Buy
1,600
+100
+7% +$5.72K 0.01% 273
2026
Q1
$91.9K Buy
+1,500
New +$80.5K 0.02% 243

Other funds holding XLE

Encompass More Asset Management's XLE Position: Q2 2026 in Review

Encompass More Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.1% in Q2 2026, selling an estimated $143K and leaving 77,699 shares worth $4.13M. The position accounts for 0.6% of the portfolio, ranked #37.

Encompass More Asset Management first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.91M in Q1 2026. 364 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Encompass More Asset Management held 77,699 shares of State Street Energy Select Sector SPDR ETF worth $4.13M as of Q2 2026.
  • Encompass More Asset Management sold 2,503 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $143K.
  • State Street Energy Select Sector SPDR ETF made up 0.6% of Encompass More Asset Management's portfolio in Q2 2026, its #37 holding.
  • Encompass More Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Encompass More Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $4.91M in Q1 2026.
  • 364 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.