Impact Partnership 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
$340K Buy
6,401
+3,119
+95% +$178K 0.03% 324
2026
Q1
$201K Buy
+3,282
New +$176K 0.02% 345
2024
Q2
Sell
-1,178
Closed -$55.6K 703
2024
Q1
$55.6K Hold
1,178
0.02% 305
2023
Q4
$49.4K Sell
1,178
-1,136
-49% -$48.6K 0.02% 328
2023
Q3
$105K Buy
2,314
+1,336
+137% +$58.5K 0.03% 311
2023
Q2
$39.7K Buy
+978
New +$39.8K 0.01% 275

Other funds holding XLE

Impact Partnership Wealth's XLE Position: Q2 2026 in Review

Impact Partnership Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 95% in Q2 2026, buying an estimated $178K and bringing the position to 6,401 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #324.

Impact Partnership Wealth first reported a position in XLE in Q2 2023 and has held it in 6 quarters since. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Impact Partnership Wealth held 6,401 shares of State Street Energy Select Sector SPDR ETF worth $340K as of Q2 2026.
  • Impact Partnership Wealth bought 3,119 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $178K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #324 holding.
  • Impact Partnership Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 6 quarters since.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.