IMG 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
$13.6K Buy
257
+86
+50% +$4.92K 0.01% 281
2026
Q1
$10.5K Buy
171
+1
+0.6% +$54 0.01% 286
2025
Q4
$7.62K Hold
170
﹤0.01% 358
2025
Q3
$7.59K Buy
170
+2
+1% +$88 0.01% 303
2025
Q2
$7.14K Hold
168
0.01% 306
2025
Q1
$7.81K Buy
168
+2
+1% +$90 0.01% 225
2024
Q4
$7.1K Buy
+166
New +$7.54K 0.01% 202

Other funds holding XLE

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

IMG Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 50% in Q2 2026, buying an estimated $4.92K and bringing the position to 257 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #281.

IMG Wealth Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • IMG Wealth Management held 257 shares of State Street Energy Select Sector SPDR ETF worth $13.6K as of Q2 2026.
  • IMG Wealth Management bought 86 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.92K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #281 holding.
  • IMG Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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