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Gateway Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Gateway Wealth Partners’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 		$4.83M Sell
90,956
-44,556
-33% -$2.55M 0.29% 93
2026
Q1 		$8.3M Buy
135,512
+116,027
+595% +$6.22M 0.32% 86
2025
Q4 		$871K Buy
19,485
+521
+3% +$23.2K 0.1% 205
2025
Q3 		$847K Sell
18,964
-1,228
-6% -$53.8K 0.11% 180
2025
Q2 		$856K Buy
20,192
+4,866
+32% +$203K 0.16% 141
2025
Q1 		$716K Buy
15,326
+3,786
+33% +$171K 0.16% 140
2024
Q4 		$494K Buy
11,540
+2,180
+23% +$99.1K 0.13% 165
2024
Q3 		$411K Sell
9,360
-460
-5% -$20.6K 0.11% 169
2024
Q2 		$448K Sell
9,820
-1,292
-12% -$60.2K 0.14% 159
2024
Q1 		$525K Sell
11,112
-2,574
-19% -$111K 0.19% 117
2023
Q4 		$574K Sell
13,686
-3,304
-19% -$141K 0.23% 92
2023
Q3 		$768K Buy
16,990
+204
+1% +$8.93K 0.14% 97
2023
Q2 		$681K Buy
16,786
+2,668
+19% +$109K 0.12% 103
2023
Q1 		$585K Sell
14,118
-454
-3% -$19.4K 0.09% 111
2022
Q4 		$637K Buy
+14,572
New +$634K 0.11% 86

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Gateway Wealth Partners's XLE Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 33% in Q2 2026, selling an estimated $2.55M and leaving 90,956 shares worth $4.83M. The position accounts for 0.29% of the portfolio, ranked #93.

Gateway Wealth Partners first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.3M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Gateway Wealth Partners held 90,956 shares of State Street Energy Select Sector SPDR ETF worth $4.83M as of Q2 2026.
  • Gateway Wealth Partners sold 44,556 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.55M.
  • State Street Energy Select Sector SPDR ETF made up 0.29% of Gateway Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Gateway Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $8.3M in Q1 2026.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.