Gerber Kawasaki Wealth & Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	$277K	Sell	5,209 -366	-7%	-$20.9K	0.01%	309
2026 Q1	$342K	Buy	5,575 +549	+11%	+$29.4K	0.01%	267
2025 Q4	$225K	Buy	+5,026	New	+$224K	0.01%	310
2021 Q4	–	Sell	-1,268	Closed	-$33K	–	1136
2021 Q3	$33K	Buy	+1,268	New	+$31.4K	﹤0.01%	383
2018 Q4	–	Sell	-22,318	Closed	-$856K	–	129
2018 Q3	$856K	Buy	22,318 +1,072	+5%	+$40.2K	0.23%	55
2018 Q2	$794K	Buy	+21,246	New	+$789K	0.24%	53
2017 Q2	–	Sell	-8,360	Closed	-$292K	–	133
2017 Q1	$292K	Buy	8,360 +1,718	+26%	+$62.1K	0.13%	92
2016 Q4	$250K	Buy	+6,642	New	+$240K	0.13%	87

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XLE Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.6% in Q2 2026, selling an estimated $20.9K and leaving 5,209 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #309.

Gerber Kawasaki Wealth & Investment Management first reported a position in XLE in Q4 2016 and has held it in 8 quarters since. The position peaked at $856K in Q3 2018. 1,563 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 5,209 shares of State Street Energy Select Sector SPDR ETF worth $277K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 366 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $20.9K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #309 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 8 quarters since.
Gerber Kawasaki Wealth & Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $856K in Q3 2018.
1,563 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.