Financial Perspectives’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
$336K Buy
6,331
+43
+0.7% +$2.46K 0.08% 129
2026
Q1
$385K Buy
6,288
+39
+0.6% +$2.09K 0.11% 112
2025
Q4
$279K Sell
6,249
-149
-2% -$6.63K 0.08% 135
2025
Q3
$286K Buy
6,398
+50
+0.8% +$2.19K 0.08% 129
2025
Q2
$269K Sell
6,348
-30
-0.5% -$1.25K 0.08% 128
2025
Q1
$298K Buy
6,378
+46
+0.7% +$2.07K 0.1% 110
2024
Q4
$271K Buy
6,332
+48
+0.8% +$2.18K 0.09% 119
2024
Q3
$276K Buy
6,284
+48
+0.8% +$2.15K 0.1% 118
2024
Q2
$284K Buy
6,236
+46
+0.7% +$2.14K 0.11% 114
2024
Q1
$292K Buy
6,190
+128
+2% +$5.5K 0.11% 111
2023
Q4
$254K Buy
6,062
+4
+0.1% +$171 0.1% 119
2023
Q3
$274K Buy
6,058
+90
+2% +$3.94K 0.13% 98
2023
Q2
$242K Buy
5,968
+356
+6% +$14.5K 0.11% 113
2023
Q1
$232K Buy
5,612
+54
+1% +$2.31K 0.11% 107
2022
Q4
$243K Buy
5,558
+56
+1% +$2.44K 0.12% 103
2022
Q3
$198K Buy
5,502
+60
+1% +$2.27K 0.11% 119
2022
Q2
$195K Buy
5,442
+60
+1% +$2.41K 0.11% 118
2022
Q1
$206K Buy
5,382
+48
+0.9% +$1.66K 0.1% 129
2021
Q4
$148K Buy
5,334
+68
+1% +$1.92K 0.07% 143
2021
Q3
$137K Buy
5,266
+62
+1% +$1.54K 0.07% 148
2021
Q2
$140K Sell
5,204
-247,634
-98% -$6.44M 0.07% 152
2021
Q1
$2.58M Buy
252,838
+247,738
+4,858% +$5.72M 0.13% 127
2020
Q4
$96.6K Buy
5,100
+68
+1% +$1.17K 0.05% 171
2020
Q3
$75.3K Buy
5,032
+86
+2% +$1.53K 0.05% 164
2020
Q2
$93.6K Sell
4,946
-234
-5% -$4.35K 0.07% 143
2020
Q1
$75.3K Buy
5,180
+888
+21% +$21.1K 0.06% 135
2019
Q4
$129K Buy
+4,292
New +$127K 0.09% 108

Other funds holding XLE

Financial Perspectives's XLE Position: Q2 2026 in Review

Financial Perspectives increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.68% in Q2 2026, buying an estimated $2.46K and bringing the position to 6,331 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #129.

Financial Perspectives first reported a position in XLE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.58M in Q1 2021. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Financial Perspectives held 6,331 shares of State Street Energy Select Sector SPDR ETF worth $336K as of Q2 2026.
  • Financial Perspectives bought 43 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.46K.
  • State Street Energy Select Sector SPDR ETF made up 0.08% of Financial Perspectives's portfolio in Q2 2026, its #129 holding.
  • Financial Perspectives first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's State Street Energy Select Sector SPDR ETF position peaked at $2.58M in Q1 2021.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.