Medallion Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
VMPIC
MMH
Medallion Wealth Advisors's XLE Position: Q1 2026 in Review
Medallion Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q1 2026, buying an estimated $154K and bringing the position to 11,380 shares worth $697K. The position accounts for 0.23% of the portfolio, ranked #98.
Medallion Wealth Advisors first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.
- Medallion Wealth Advisors held 11,380 shares of State Street Energy Select Sector SPDR ETF worth $697K as of Q1 2026.
- Medallion Wealth Advisors bought 2,864 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $154K.
- State Street Energy Select Sector SPDR ETF made up 0.23% of Medallion Wealth Advisors's portfolio in Q1 2026, its #98 holding.
- Medallion Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.
Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.