Marion Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Marion Wealth Management's XLE Position: Q2 2026 in Review
Marion Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q2 2026, selling an estimated $26.9K and leaving 38,996 shares worth $2.07M. The position accounts for 0.42% of the portfolio, ranked #55.
Marion Wealth Management first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.42M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Marion Wealth Management held 38,996 shares of State Street Energy Select Sector SPDR ETF worth $2.07M as of Q2 2026.
- Marion Wealth Management sold 471 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $26.9K.
- State Street Energy Select Sector SPDR ETF made up 0.42% of Marion Wealth Management's portfolio in Q2 2026, its #55 holding.
- Marion Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
- Marion Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.42M in Q1 2026.
- 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.