Maridea 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
$5M Sell
94,059
-27,108
-22% -$1.55M 0.54% 42
2026
Q1
$7.42M Buy
121,167
+663
+0.6% +$35.6K 1.08% 19
2025
Q4
$5.39M Buy
120,504
+12,822
+12% +$571K 0.81% 27
2025
Q3
$4.68M Buy
107,682
+94,214
+700% +$4.12M 0.73% 29
2025
Q2
$571K Sell
13,468
-45,282
-77% -$1.89M 0.15% 131
2025
Q1
$2.75M Buy
58,750
+28,268
+93% +$1.27M 0.89% 22
2024
Q4
$1.31M Buy
+30,482
New +$1.39M 0.42% 39

Other funds holding XLE

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

Maridea Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q2 2026, selling an estimated $1.55M and leaving 94,059 shares worth $5M. The position accounts for 0.54% of the portfolio, ranked #42.

Maridea Wealth Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.42M in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Maridea Wealth Management held 94,059 shares of State Street Energy Select Sector SPDR ETF worth $5M as of Q2 2026.
  • Maridea Wealth Management sold 27,108 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.55M.
  • State Street Energy Select Sector SPDR ETF made up 0.54% of Maridea Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Maridea Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $7.42M in Q1 2026.
  • 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.