Laurel Oak Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Laurel Oak Wealth Management's XLE Position: Q2 2026 in Review
Laurel Oak Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.1% in Q2 2026, buying an estimated $25.1K and bringing the position to 14,732 shares worth $782K. The position accounts for 0.11% of the portfolio, ranked #152.
Laurel Oak Wealth Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $876K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Laurel Oak Wealth Management held 14,732 shares of State Street Energy Select Sector SPDR ETF worth $782K as of Q2 2026.
- Laurel Oak Wealth Management bought 439 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $25.1K.
- State Street Energy Select Sector SPDR ETF made up 0.11% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #152 holding.
- Laurel Oak Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Laurel Oak Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $876K in Q1 2026.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.