Flywheel Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Flywheel Private Wealth’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$601K	Hold	11,322	–	–	0.3%	47
2026 Q1	$694K	Hold	11,322	–	–	0.4%	34
2025 Q4	$506K	Sell	11,322 -1,412	-11%	-$62.9K	0.32%	39
2025 Q3	$569K	Hold	12,734	–	–	0.44%	35
2025 Q2	$540K	Sell	12,734 -1,166	-8%	-$48.6K	0.43%	34
2025 Q1	$650K	Buy	13,900 +200	+1%	+$9.02K	0.59%	29
2024 Q4	$587K	Buy	+13,700	New	+$623K	0.54%	31

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Flywheel Private Wealth's XLE Position: Q2 2026 in Review

Flywheel Private Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 11,322 shares worth $601K. The position accounts for 0.3% of the portfolio, ranked #47.

Flywheel Private Wealth first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $694K in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Flywheel Private Wealth held 11,322 shares of State Street Energy Select Sector SPDR ETF worth $601K as of Q2 2026.
Flywheel Private Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.3% of Flywheel Private Wealth's portfolio in Q2 2026, its #47 holding.
Flywheel Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $694K in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.