Independent Wealth Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Independent Wealth Network’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.87M	Buy	54,130 +8,967	+20%	+$513K	0.73%	27
2026 Q1	$2.77M	Buy	45,163 +17,834	+65%	+$957K	0.82%	24
2025 Q4	$1.22M	Buy	27,329 +95	+0.3%	+$4.23K	0.37%	67
2025 Q3	$1.22M	Buy	27,234 +316	+1%	+$13.8K	0.39%	64
2025 Q2	$1.14M	Buy	26,918 +1,326	+5%	+$55.2K	0.42%	58
2025 Q1	$1.2M	Buy	25,592 +4,710	+23%	+$212K	0.48%	52
2024 Q4	$894K	Buy	20,882 +1,834	+10%	+$83.3K	0.36%	76
2024 Q3	$836K	Sell	19,048 -43,240	-69%	-$1.93M	0.37%	70
2024 Q2	$2.84M	Buy	62,288 +1,954	+3%	+$91K	1.32%	16
2024 Q1	$2.85M	Buy	60,334 +102	+0.2%	+$4.38K	1.33%	15
2023 Q4	$2.52M	Buy	60,232 +11,200	+23%	+$479K	1.33%	15
2023 Q3	$2.22M	Buy	49,032 +6,464	+15%	+$283K	1.36%	15
2023 Q2	$1.73M	Buy	42,568 +17,544	+70%	+$715K	1.04%	18
2023 Q1	$1.04M	Buy	25,024 +11,350	+83%	+$485K	0.66%	33
2022 Q4	$598K	Buy	13,674 +4,502	+49%	+$196K	0.41%	56
2022 Q3	$330K	Sell	9,172 -3,354	-27%	-$127K	0.26%	109
2022 Q2	$448K	Sell	12,526 -268	-2%	-$10.8K	0.32%	76
2022 Q1	$489K	Buy	12,794 +4,124	+48%	+$143K	0.31%	89
2021 Q4	$241K	Buy	+8,670	New	+$245K	0.15%	171

Other funds holding XLE

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Independent Wealth Network's XLE Position: Q2 2026 in Review

Independent Wealth Network increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q2 2026, buying an estimated $513K and bringing the position to 54,130 shares worth $2.87M. The position accounts for 0.73% of the portfolio, ranked #27.

Independent Wealth Network first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. 449 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Independent Wealth Network held 54,130 shares of State Street Energy Select Sector SPDR ETF worth $2.87M as of Q2 2026.
Independent Wealth Network bought 8,967 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $513K.
State Street Energy Select Sector SPDR ETF made up 0.73% of Independent Wealth Network's portfolio in Q2 2026, its #27 holding.
Independent Wealth Network first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
449 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.