Kingswood Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Kingswood Wealth Advisors's XLE Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 44% in Q2 2026, selling an estimated $3.94M and leaving 89,040 shares worth $4.73M. The position accounts for 0.19% of the portfolio, ranked #124.
Kingswood Wealth Advisors first reported a position in XLE in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.67M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Kingswood Wealth Advisors held 89,040 shares of State Street Energy Select Sector SPDR ETF worth $4.73M as of Q2 2026.
- Kingswood Wealth Advisors sold 68,880 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.94M.
- State Street Energy Select Sector SPDR ETF made up 0.19% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #124 holding.
- Kingswood Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
- Kingswood Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $9.67M in Q1 2026.
- 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.