Meadowbrook Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Meadowbrook Wealth Management’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	$496K	Sell	9,385 -3,056	-25%	-$175K	0.53%	44
2026 Q1	$762K	Buy	12,441 +3,111	+33%	+$167K	1.01%	31
2025 Q4	$417K	Sell	9,330 -660	-7%	-$29.4K	0.48%	44
2025 Q3	$446K	Buy	+9,990	New	+$437K	0.46%	50

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 25% in Q2 2026, selling an estimated $175K and leaving 9,385 shares worth $496K. The position accounts for 0.53% of the portfolio, ranked #44.

Meadowbrook Wealth Management first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $762K in Q1 2026. 981 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Meadowbrook Wealth Management held 9,385 shares of State Street Energy Select Sector SPDR ETF worth $496K as of Q2 2026.
Meadowbrook Wealth Management sold 3,056 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $175K.
State Street Energy Select Sector SPDR ETF made up 0.53% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #44 holding.
Meadowbrook Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Meadowbrook Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $762K in Q1 2026.
981 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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