GK Wealth Management’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
Q3
$206K Sell
3,350
-2,469
-42% -$150K 0.12% 162
2026
Q2
$309K Buy
+5,819
New +$333K 0.16% 152

Other funds holding XLE

GK Wealth Management's XLE Position: Q3 2026 in Review

GK Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 42% in Q3 2026, selling an estimated $150K and leaving 3,350 shares worth $206K. The position accounts for 0.12% of the portfolio, ranked #162.

GK Wealth Management first reported a position in XLE in Q2 2026 and has held it in 2 quarters since. The position peaked at $309K in Q2 2026. 648 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • GK Wealth Management held 3,350 shares of State Street Energy Select Sector SPDR ETF worth $206K as of Q3 2026.
  • GK Wealth Management sold 2,469 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $150K.
  • State Street Energy Select Sector SPDR ETF made up 0.12% of GK Wealth Management's portfolio in Q3 2026, its #162 holding.
  • GK Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
  • GK Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $309K in Q2 2026.
  • 648 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.