Madison Wealth Partners’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
$1.1M Buy
20,763
+6,040
+41% +$345K 0.14% 81
2026
Q1
$902K Buy
14,723
+4,741
+47% +$254K 0.14% 72
2025
Q4
$446K Buy
9,982
+34
+0.3% +$1.51K 0.08% 107
2025
Q3
$444K Buy
9,948
+14
+0.1% +$613 0.09% 96
2025
Q2
$421K Buy
+9,934
New +$414K 0.09% 97

Other funds holding XLE

Madison Wealth Partners's XLE Position: Q2 2026 in Review

Madison Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 41% in Q2 2026, buying an estimated $345K and bringing the position to 20,763 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #81.

Madison Wealth Partners first reported a position in XLE in Q2 2025 and has held it in 5 quarters since. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Madison Wealth Partners held 20,763 shares of State Street Energy Select Sector SPDR ETF worth $1.1M as of Q2 2026.
  • Madison Wealth Partners bought 6,040 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $345K.
  • State Street Energy Select Sector SPDR ETF made up 0.14% of Madison Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Madison Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.