Focus Partners Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Focus Partners Wealth's XLE Position: Q2 2026 in Review
Focus Partners Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 37% in Q2 2026, selling an estimated $65M and leaving 1,955,523 shares worth $104M. The position accounts for 0.11% of the portfolio, ranked #189.
Focus Partners Wealth first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $189M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Focus Partners Wealth held 1,955,523 shares of State Street Energy Select Sector SPDR ETF worth $104M as of Q2 2026.
- Focus Partners Wealth sold 1,137,057 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $65M.
- State Street Energy Select Sector SPDR ETF made up 0.11% of Focus Partners Wealth's portfolio in Q2 2026, its #189 holding.
- Focus Partners Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
- Focus Partners Wealth's State Street Energy Select Sector SPDR ETF position peaked at $189M in Q1 2026.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.