GK Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

GK Wealth 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	$309K	Buy	+5,819	New	+$333K	0.16%	152

Other funds holding XLE

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

GK Wealth Management's XLE Position: Q2 2026 in Review

GK Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,819 shares worth $309K. The stake represents 0.16% of the portfolio and ranks #152 among its holdings.

386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

GK Wealth Management held 5,819 shares of State Street Energy Select Sector SPDR ETF worth $309K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new GK Wealth Management position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.16% of GK Wealth Management's portfolio in Q2 2026, its #152 holding.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.