Innova Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Innova Wealth Partners’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	$3.95M	Sell	74,336 -5,148	-6%	-$294K	1.62%	17
2026 Q1	$4.87M	Sell	79,484 -9,648	-11%	-$518K	2.3%	8
2025 Q4	$3.99M	Buy	89,132 +2,156	+2%	+$96K	2.01%	16
2025 Q3	$3.89M	Buy	+86,976	New	+$3.81M	2.1%	16
2025 Q2	–	Sell	-105,844	Closed	-$4.95M	–	117
2025 Q1	$4.95M	Buy	+105,844	New	+$4.77M	3.06%	8
2024 Q4	–	Sell	-4,800	Closed	-$211K	–	151
2024 Q3	$211K	Sell	4,800 -99,132	-95%	-$4.43M	0.17%	78
2024 Q2	$4.74M	Sell	103,932 -1,606	-2%	-$74.8K	3.39%	13
2024 Q1	$4.98M	Buy	105,538 +4,444	+4%	+$191K	3.85%	10
2023 Q4	$4.24M	Sell	101,094 -11,380	-10%	-$487K	3.65%	13
2023 Q3	$5.08M	Buy	+112,474	New	+$4.92M	4.57%	6
2023 Q1	–	Sell	-111,124	Closed	-$4.86M	–	58
2022 Q4	$4.86M	Buy	+111,124	New	+$4.84M	4.27%	5
2022 Q3	–	Sell	-133,396	Closed	-$4.77M	–	63
2022 Q2	$4.77M	Sell	133,396 -12,282	-8%	-$493K	4.01%	5
2022 Q1	$5.57M	Sell	145,678 -39,382	-21%	-$1.36M	4%	6
2021 Q4	$5.13M	Buy	185,060 +9,026	+5%	+$255K	3.63%	14
2021 Q3	$4.58M	Sell	176,034 -3,110	-2%	-$77K	3.63%	13
2021 Q2	$4.83M	Buy	179,144 +7,074	+4%	+$184K	3.8%	14
2021 Q1	$4.22M	Sell	172,070 -30,636	-15%	-$707K	3.59%	15
2020 Q4	$3.84M	Buy	+202,706	New	+$3.49M	3.59%	12

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Innova Wealth Partners's XLE Position: Q2 2026 in Review

Innova Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.5% in Q2 2026, selling an estimated $294K and leaving 74,336 shares worth $3.95M. The position accounts for 1.62% of the portfolio, ranked #17.

Innova Wealth Partners first reported a position in XLE in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.57M in Q1 2022. 942 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Innova Wealth Partners held 74,336 shares of State Street Energy Select Sector SPDR ETF worth $3.95M as of Q2 2026.
Innova Wealth Partners sold 5,148 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $294K.
State Street Energy Select Sector SPDR ETF made up 1.62% of Innova Wealth Partners's portfolio in Q2 2026, its #17 holding.
Innova Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
Innova Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $5.57M in Q1 2022.
942 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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