Evermay Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Evermay Wealth Management's XLE Position: Q2 2026 in Review
Evermay Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.8% in Q2 2026, selling an estimated $15.9K and leaving 2,548 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #238.
Evermay Wealth Management first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $264K in Q3 2023. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Evermay Wealth Management held 2,548 shares of State Street Energy Select Sector SPDR ETF worth $135K as of Q2 2026.
- Evermay Wealth Management sold 278 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $15.9K.
- State Street Energy Select Sector SPDR ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #238 holding.
- Evermay Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
- Evermay Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $264K in Q3 2023.
- 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.