Medallion Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Medallion Wealth Advisors's XLE Position: Q2 2026 in Review
Medallion Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.14% in Q2 2026, selling an estimated $915 and leaving 11,364 shares worth $604K. The position accounts for 0.19% of the portfolio, ranked #114.
Medallion Wealth Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $697K in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Medallion Wealth Advisors held 11,364 shares of State Street Energy Select Sector SPDR ETF worth $604K as of Q2 2026.
- Medallion Wealth Advisors sold 16 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $915.
- State Street Energy Select Sector SPDR ETF made up 0.19% of Medallion Wealth Advisors's portfolio in Q2 2026, its #114 holding.
- Medallion Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- Medallion Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $697K 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 Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.