High Point 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
Q2
$1.6M Buy
30,188
+483
+2% +$27.6K 1.31% 19
2026
Q1
$1.82M Buy
29,705
+1,021
+4% +$54.8K 1.76% 14
2025
Q4
$1.28M Buy
+28,684
New +$1.28M 1.2% 22

Other funds holding XLE

High Point Wealth Management's XLE Position: Q2 2026 in Review

High Point Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.6% in Q2 2026, buying an estimated $27.6K and bringing the position to 30,188 shares worth $1.6M. The position accounts for 1.31% of the portfolio, ranked #19.

High Point Wealth Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.82M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • High Point Wealth Management held 30,188 shares of State Street Energy Select Sector SPDR ETF worth $1.6M as of Q2 2026.
  • High Point Wealth Management bought 483 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $27.6K.
  • State Street Energy Select Sector SPDR ETF made up 1.31% of High Point Wealth Management's portfolio in Q2 2026, its #19 holding.
  • High Point Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.82M in Q1 2026.
  • 1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.