PWMAI
XLE icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$92.4K Hold
1,740
– – 0.02% 261
2026
Q1 		$107K Hold
1,740
– – 0.03% 231
2025
Q4 		$77.8K Hold
1,740
– – 0.02% 255
2025
Q3 		$77.7K Hold
1,740
– – 0.02% 234
2025
Q2 		$73.8K Hold
1,740
– – 0.02% 224
2025
Q1 		$81.3K Hold
1,740
– – 0.03% 214
2024
Q4 		$74.5K Buy
+1,740
New +$79.1K 0.03% 214

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XLE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 1,740 shares worth $92.4K. The position accounts for 0.02% of the portfolio, ranked #261.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $107K in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,740 shares of State Street Energy Select Sector SPDR ETF worth $92.4K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #261 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street Energy Select Sector SPDR ETF position peaked at $107K in Q1 2026.
  • 1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.