EverSource Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
EverSource Wealth Advisors's XLE Position: Q2 2026 in Review
EverSource Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.9% in Q2 2026, buying an estimated $47K and bringing the position to 17,525 shares worth $931K. The position accounts for 0.03% of the portfolio, ranked #368.
EverSource Wealth Advisors first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.28M in Q3 2023. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- EverSource Wealth Advisors held 17,525 shares of State Street Energy Select Sector SPDR ETF worth $931K as of Q2 2026.
- EverSource Wealth Advisors bought 822 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $47K.
- State Street Energy Select Sector SPDR ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #368 holding.
- EverSource Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
- EverSource Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.28M in Q3 2023.
- 2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.