Kingsview Wealth Management’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
$7.51M Sell
141,338
-6,784
-5% -$388K 0.09% 206
2026
Q1
$9.07M Buy
148,122
+17,993
+14% +$965K 0.12% 143
2025
Q4
$5.82M Buy
130,129
+4,433
+4% +$197K 0.08% 252
2025
Q3
$5.61M Buy
125,696
+5,838
+5% +$256K 0.09% 241
2025
Q2
$5.08M Buy
119,858
+11,572
+11% +$482K 0.09% 243
2025
Q1
$5.06M Buy
108,286
+22,014
+26% +$993K 0.1% 216
2024
Q4
$3.7M Buy
86,272
+10,650
+14% +$484K 0.07% 258
2024
Q3
$3.32M Buy
75,622
+18,678
+33% +$835K 0.07% 255
2024
Q2
$2.6M Buy
56,944
+3,028
+6% +$141K 0.06% 285
2024
Q1
$2.55M Buy
53,916
+15,194
+39% +$653K 0.06% 287
2023
Q4
$1.62M Sell
38,722
-15,360
-28% -$657K 0.05% 329
2023
Q3
$2.44M Buy
54,082
+10,514
+24% +$460K 0.09% 237
2023
Q2
$1.77M Sell
43,568
-21,420
-33% -$872K 0.07% 265
2023
Q1
$2.69M Sell
64,988
-633,520
-91% -$27.1M 0.11% 194
2022
Q4
$30.5M Buy
698,508
+627,028
+877% +$27.3M 1.33% 9
2022
Q3
$2.57M Sell
71,480
-53,112
-43% -$2.01M 0.12% 190
2022
Q2
$4.46M Sell
124,592
-66,166
-35% -$2.65M 0.21% 120
2022
Q1
$7.29M Sell
190,758
-377,892
-66% -$13.1M 0.32% 71
2021
Q4
$15.8M Buy
568,650
+213,042
+60% +$6.02M 0.66% 28
2021
Q3
$9.26M Buy
355,608
+8,888
+3% +$220K 0.44% 44
2021
Q2
$9.5M Sell
346,720
-276,992
-44% -$7.2M 0.47% 37
2021
Q1
$15.7M Sell
623,712
-68,068
-10% -$1.57M 0.89% 12
2020
Q4
$13.1M Buy
691,780
+357,852
+107% +$6.17M 0.95% 17
2020
Q3
$5M Buy
333,928
+322,016
+2,703% +$5.72M 0.45% 53
2020
Q2
$225K Buy
+11,912
New +$222K 0.02% 502
2020
Q1
Sell
-148,758
Closed -$4.47M 583
2019
Q4
$4.47M Sell
148,758
-2,820
-2% -$83.6K 0.56% 46
2019
Q3
$4.49M Buy
151,578
+31,542
+26% +$954K 0.71% 34
2019
Q2
$3.82M Sell
120,036
-870
-0.7% -$27.9K 0.64% 40
2019
Q1
$4M Buy
+120,906
New +$3.88M 0.61% 36
2017
Q2
Sell
-7,536
Closed -$263K 394
2017
Q1
$263K Buy
+7,536
New +$272K 0.16% 192

Other funds holding XLE

Kingsview Wealth Management's XLE Position: Q2 2026 in Review

Kingsview Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.6% in Q2 2026, selling an estimated $388K and leaving 141,338 shares worth $7.51M. The position accounts for 0.09% of the portfolio, ranked #206.

Kingsview Wealth Management first reported a position in XLE in Q1 2017 and has held it in 30 quarters since. The position peaked at $30.5M in Q4 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Kingsview Wealth Management held 141,338 shares of State Street Energy Select Sector SPDR ETF worth $7.51M as of Q2 2026.
  • Kingsview Wealth Management sold 6,784 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $388K.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of Kingsview Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Kingsview Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 30 quarters since.
  • Kingsview Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $30.5M in Q4 2022.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.