GC Wealth Management RIA’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
$254K Buy
4,776
+471
+11% +$26.9K 0.01% 439
2026
Q1
$264K Buy
+4,305
New +$231K 0.01% 456

Other funds holding XLE

GC Wealth Management RIA's XLE Position: Q2 2026 in Review

GC Wealth Management RIA increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q2 2026, buying an estimated $26.9K and bringing the position to 4,776 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #439.

GC Wealth Management RIA first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $264K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • GC Wealth Management RIA held 4,776 shares of State Street Energy Select Sector SPDR ETF worth $254K as of Q2 2026.
  • GC Wealth Management RIA bought 471 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $26.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #439 holding.
  • GC Wealth Management RIA first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • GC Wealth Management RIA's State Street Energy Select Sector SPDR ETF position peaked at $264K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.