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King Wealth Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

King Wealth Management Group’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 		$6.98M Sell
131,503
-2,006
-2% -$115K 0.76% 27
2026
Q1 		$8.18M Buy
133,509
+919
+0.7% +$49.3K 1.02% 23
2025
Q4 		$5.93M Sell
132,590
-4,124
-3% -$184K 0.71% 29
2025
Q3 		$6.11M Sell
136,714
-1,044
-0.8% -$45.7K 0.77% 28
2025
Q2 		$5.84M Buy
137,758
+1,064
+0.8% +$44.3K 0.79% 27
2025
Q1 		$6.39M Buy
136,694
+4,456
+3% +$201K 0.97% 25
2024
Q4 		$5.66M Buy
132,238
+7,388
+6% +$336K 0.83% 27
2024
Q3 		$5.48M Sell
124,850
-4,192
-3% -$187K 0.85% 28
2024
Q2 		$5.88M Sell
129,042
-2,528
-2% -$118K 0.98% 26
2024
Q1 		$6.21M Buy
131,570
+2,646
+2% +$114K 1.09% 26
2023
Q4 		$5.41M Buy
128,924
+1,578
+1% +$67.5K 1.04% 27
2023
Q3 		$5.75M Buy
127,346
+5,066
+4% +$222K 1.21% 25
2023
Q2 		$4.96M Buy
122,280
+6,548
+6% +$267K 1% 28
2023
Q1 		$4.79M Buy
115,732
+744
+0.6% +$31.8K 1.06% 27
2022
Q4 		$5.03M Buy
114,988
+3,352
+3% +$146K 1.2% 26
2022
Q3 		$4.02M Buy
111,636
+4,432
+4% +$168K 1.02% 27
2022
Q2 		$3.83M Buy
+107,204
New +$4.3M 0.92% 28

Other funds holding XLE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

King Wealth Management Group's XLE Position: Q2 2026 in Review

King Wealth Management Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q2 2026, selling an estimated $115K and leaving 131,503 shares worth $6.98M. The position accounts for 0.76% of the portfolio, ranked #27.

King Wealth Management Group first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.18M in Q1 2026. 1,757 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • King Wealth Management Group held 131,503 shares of State Street Energy Select Sector SPDR ETF worth $6.98M as of Q2 2026.
  • King Wealth Management Group sold 2,006 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $115K.
  • State Street Energy Select Sector SPDR ETF made up 0.76% of King Wealth Management Group's portfolio in Q2 2026, its #27 holding.
  • King Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • King Wealth Management Group's State Street Energy Select Sector SPDR ETF position peaked at $8.18M in Q1 2026.
  • 1,757 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.