Independent Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Independent Wealth Advisors's XLE Position: Q2 2026 in Review
Independent Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.6% in Q2 2026, buying an estimated $1.83K and bringing the position to 5,375 shares worth $285K. The position accounts for 0.26% of the portfolio, ranked #63.
Independent Wealth Advisors first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $327K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Independent Wealth Advisors held 5,375 shares of State Street Energy Select Sector SPDR ETF worth $285K as of Q2 2026.
- Independent Wealth Advisors bought 32 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.83K.
- State Street Energy Select Sector SPDR ETF made up 0.26% of Independent Wealth Advisors's portfolio in Q2 2026, its #63 holding.
- Independent Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- Independent Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $327K in Q1 2026.
- 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.