Investment Partners’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 | $871K | Buy |
16,401
+179
| +1% | +$10.2K | 0.27% | 77 |
|
|
2026
Q1 | $994K | Buy |
16,222
+151
| +0.9% | +$8.1K | 0.35% | 67 |
|
|
2025
Q4 | $719K | Buy |
16,071
+117
| +0.7% | +$5.21K | 0.25% | 82 |
|
|
2025
Q3 | $713K | Sell |
15,954
-2,166
| -12% | -$94.8K | 0.25% | 86 |
|
|
2025
Q2 | $768K | Buy |
18,120
+14
| +0.1% | +$583 | 0.29% | 77 |
|
|
2025
Q1 | $846K | Buy |
18,106
+12
| +0.1% | +$541 | 0.35% | 71 |
|
|
2024
Q4 | $775K | Buy |
18,094
+14
| +0.1% | +$636 | 0.32% | 74 |
|
|
2024
Q3 | $794K | Buy |
18,080
+12
| +0.1% | +$536 | 0.33% | 71 |
|
|
2024
Q2 | $823K | Buy |
18,068
+12
| +0.1% | +$559 | 0.37% | 66 |
|
|
2024
Q1 | $852K | Buy |
18,056
+12
| +0.1% | +$515 | 0.39% | 68 |
|
|
2023
Q4 | $756K | Sell |
18,044
-1,486
| -8% | -$63.5K | 0.37% | 72 |
|
|
2023
Q3 | $883K | Buy |
19,530
+22
| +0.1% | +$963 | 0.46% | 62 |
|
|
2023
Q2 | $792K | Sell |
19,508
-2,106
| -10% | -$85.8K | 0.41% | 67 |
|
|
2023
Q1 | $895K | Sell |
21,614
-418
| -2% | -$17.9K | 0.47% | 62 |
|
|
2022
Q4 | $964K | Sell |
22,032
-11,584
| -34% | -$504K | 0.51% | 59 |
|
|
2022
Q3 | $1.21M | Buy |
33,616
+17,934
| +114% | +$678K | 0.36% | 75 |
|
|
2022
Q2 | $561K | Buy |
15,682
+282
| +2% | +$11.3K | 0.27% | 81 |
|
|
2022
Q1 | $589K | Buy |
15,400
+1,118
| +8% | +$38.7K | 0.25% | 84 |
|
|
2021
Q4 | $396K | Sell |
14,282
-4,774
| -25% | -$135K | 0.16% | 108 |
|
|
2021
Q3 | $496K | Sell |
19,056
-190
| -1% | -$4.71K | 0.23% | 85 |
|
|
2021
Q2 | $518K | Buy |
19,246
+10,942
| +132% | +$285K | 0.24% | 82 |
|
|
2021
Q1 | $204K | Buy |
+8,304
| New | +$192K | 0.1% | 156 |
|
|
2018
Q3 | – | Sell |
-5,896
| Closed | -$224K | – | 169 |
|
|
2018
Q2 | $224K | Buy |
+5,896
| New | +$219K | 0.17% | 135 |
|
|
2017
Q1 | – | Sell |
-5,334
| Closed | -$201K | – | 118 |
|
|
2016
Q4 | $201K | Sell |
5,334
-9,114
| -63% | -$330K | 0.2% | 108 |
|
|
2016
Q3 | $510K | Buy |
+14,448
| New | +$495K | 0.29% | 92 |
|
|
2016
Q2 | – | Sell |
-13,114
| Closed | -$395K | – | 169 |
|
|
2016
Q1 | $395K | Buy |
+13,114
| New | +$380K | 0.26% | 97 |
|
|
2015
Q4 | – | Sell |
-32,084
| Closed | -$980K | – | 103 |
|
|
2015
Q3 | $980K | Buy |
32,084
+1,500
| +5% | +$50.6K | 1.28% | 26 |
|
|
2015
Q2 | $1.15M | Buy |
30,584
+3,984
| +15% | +$158K | 1.39% | 19 |
|
|
2015
Q1 | $1.03M | Hold |
26,600
| – | – | 1.13% | 27 |
|
|
2014
Q4 | $1.05M | Buy |
+26,600
| New | +$1.11M | 1.21% | 24 |
|
Other funds holding XLE
Investment Partners's XLE Position: Q2 2026 in Review
Investment Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 16,401 shares worth $871K. The position accounts for 0.27% of the portfolio, ranked #77.
Investment Partners first reported a position in XLE in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.21M in Q3 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Investment Partners held 16,401 shares of State Street Energy Select Sector SPDR ETF worth $871K as of Q2 2026.
- Investment Partners bought 179 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $10.2K.
- State Street Energy Select Sector SPDR ETF made up 0.27% of Investment Partners's portfolio in Q2 2026, its #77 holding.
- Investment Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 30 quarters since.
- Investment Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.21M in Q3 2022.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.