Holos Integrated Wealth’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
$86.6K Buy
1,584
+1
+0.1% +$57 0.04% 128
2026
Q1
$95.2K Buy
1,583
+1,005
+174% +$53.9K 0.05% 126
2025
Q4
$26.4K Hold
578
0.01% 150
2025
Q3
$24.6K Hold
578
0.01% 151
2025
Q2
$24.5K Hold
578
0.01% 147
2025
Q1
$27K Hold
578
0.02% 140
2024
Q4
$24.8K Buy
+578
New +$26.3K 0.02% 143

Other funds holding XLE

Holos Integrated Wealth's XLE Position: Q2 2026 in Review

Holos Integrated Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.06% in Q2 2026, buying an estimated $57 and bringing the position to 1,584 shares worth $86.6K. The position accounts for 0.04% of the portfolio, ranked #128.

Holos Integrated Wealth first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $95.2K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Holos Integrated Wealth held 1,584 shares of State Street Energy Select Sector SPDR ETF worth $86.6K as of Q2 2026.
  • Holos Integrated Wealth bought 1 State Street Energy Select Sector SPDR ETF share in Q2 2026, an estimated $57.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Holos Integrated Wealth's portfolio in Q2 2026, its #128 holding.
  • Holos Integrated Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's State Street Energy Select Sector SPDR ETF position peaked at $95.2K in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.