KFA Private Wealth Group’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
$419K Sell
7,879
-6,244
-44% -$357K 0.1% 93
2026
Q1
$865K Sell
14,123
-426
-3% -$22.9K 0.21% 57
2025
Q4
$651K Sell
14,549
-597
-4% -$26.6K 0.16% 67
2025
Q3
$677K Sell
15,146
-1,838
-11% -$80.5K 0.19% 57
2025
Q2
$720K Buy
16,984
+294
+2% +$12.2K 0.22% 53
2025
Q1
$780K Buy
16,690
+6,716
+67% +$303K 0.27% 44
2024
Q4
$427K Buy
9,974
+5,406
+118% +$246K 0.18% 55
2024
Q3
$201K Buy
4,568
+24
+0.5% +$1.07K 0.1% 82
2024
Q2
$207K Sell
4,544
-1,174
-21% -$54.7K 0.11% 75
2024
Q1
$270K Buy
5,718
+722
+14% +$31K 0.08% 84
2023
Q4
$209K Buy
+4,996
New +$214K 0.08% 81

Other funds holding XLE

KFA Private Wealth Group's XLE Position: Q2 2026 in Review

KFA Private Wealth Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 44% in Q2 2026, selling an estimated $357K and leaving 7,879 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #93.

KFA Private Wealth Group first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $865K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • KFA Private Wealth Group held 7,879 shares of State Street Energy Select Sector SPDR ETF worth $419K as of Q2 2026.
  • KFA Private Wealth Group sold 6,244 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $357K.
  • State Street Energy Select Sector SPDR ETF made up 0.1% of KFA Private Wealth Group's portfolio in Q2 2026, its #93 holding.
  • KFA Private Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • KFA Private Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $865K in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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