VAQUERO PRIVATE WEALTH, LTD’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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	$754K	Buy	+14,206	New	+$812K	0.16%	89

Other funds holding XLE

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

VAQUERO PRIVATE WEALTH, LTD's XLE Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 14,206 shares worth $754K. The stake represents 0.16% of the portfolio and ranks #89 among its holdings.

386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

VAQUERO PRIVATE WEALTH, LTD held 14,206 shares of State Street Energy Select Sector SPDR ETF worth $754K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.16% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #89 holding.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.