Kestra Private Wealth Services’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
2025
Q1
– Sell
-10,000
Closed -$428K – 1576
2024
Q4
$428K Buy
+10,000
New +$454K 0.01% 999

Other funds holding XLE

Kestra Private Wealth Services's XLE Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.7% in Q2 2026, selling an estimated $428K and leaving 103,591 shares worth $5.5M. The position accounts for 0.06% of the portfolio, ranked #316.

Kestra Private Wealth Services first reported a position in XLE in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.2M in Q1 2024. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Kestra Private Wealth Services held 103,591 shares of State Street Energy Select Sector SPDR ETF worth $5.5M as of Q2 2026.
  • Kestra Private Wealth Services sold 7,487 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $428K.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of Kestra Private Wealth Services's portfolio in Q2 2026, its #316 holding.
  • Kestra Private Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $10.2M in Q1 2024.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.