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

Meridian 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	$4.31M	Sell	81,285 -931	-1%	-$53.2K	0.13%	154
2026 Q1	$5.02M	Buy	82,216 +1,193	+1%	+$64K	0.18%	116
2025 Q4	$3.62M	Sell	81,023 -19,767	-20%	-$880K	0.13%	148
2025 Q3	$4.5M	Sell	100,790 -174	-0.2%	-$7.62K	0.17%	115
2025 Q2	$4.28M	Buy	100,964 +4,212	+4%	+$175K	0.18%	113
2025 Q1	$4.52M	Sell	96,752 -4,272	-4%	-$193K	0.22%	100
2024 Q4	$4.33M	Sell	101,024 -2,816	-3%	-$128K	0.2%	103
2024 Q3	$4.56M	Sell	103,840 -722	-0.7%	-$32.3K	0.22%	99
2024 Q2	$4.77M	Buy	+104,562	New	+$4.87M	0.57%	38
2024 Q1	–	Sell	-106,278	Closed	-$4.46M	–	583
2023 Q4	$4.46M	Buy	106,278 +11,404	+12%	+$488K	0.28%	79
2023 Q3	$4.29M	Sell	94,874 -12,498	-12%	-$547K	0.26%	81
2023 Q2	$4.36M	Sell	107,372 -18,138	-14%	-$739K	0.37%	56
2023 Q1	$5.2M	Buy	125,510 +48,278	+63%	+$2.06M	0.45%	39
2022 Q4	$3.38M	Sell	77,232 -3,256	-4%	-$142K	0.33%	69
2022 Q3	$2.9M	Sell	80,488 -142,332	-64%	-$5.38M	0.31%	75
2022 Q2	$7.97M	Sell	222,820 -196,518	-47%	-$7.88M	0.65%	27
2022 Q1	$16M	Sell	419,338 -260,772	-38%	-$9.03M	1.75%	9
2021 Q4	$18.9M	Sell	680,110 -7,368	-1%	-$208K	2.02%	8
2021 Q3	$17.9M	Sell	687,478 -18,214	-3%	-$451K	2.21%	8
2021 Q2	$19M	Sell	705,692 -16,362	-2%	-$425K	2.42%	8
2021 Q1	$17.7M	Sell	722,054 -52,750	-7%	-$1.22M	2.58%	7
2020 Q4	$14.7M	Buy	+774,804	New	+$13.4M	2.33%	7
2020 Q2	–	Sell	-23,946	Closed	-$347K	–	249
2020 Q1	$347K	Buy	+23,946	New	+$568K	0.15%	140
2019 Q3	–	Sell	-940	Closed	-$299	–	511
2019 Q2	$299	Buy	+940	New	+$30.1K	0.01%	459
2017 Q1	–	Sell	-47,640	Closed	-$1.79M	–	178
2016 Q4	$1.79M	Buy	+47,640	New	+$1.72M	1.42%	17

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Meridian Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q2 2026, selling an estimated $53.2K and leaving 81,285 shares worth $4.31M. The position accounts for 0.13% of the portfolio, ranked #154.

Meridian Wealth Management first reported a position in XLE in Q4 2016 and has held it in 25 quarters since. The position peaked at $19M in Q2 2021. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Meridian Wealth Management held 81,285 shares of State Street Energy Select Sector SPDR ETF worth $4.31M as of Q2 2026.
Meridian Wealth Management sold 931 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $53.2K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Meridian Wealth Management's portfolio in Q2 2026, its #154 holding.
Meridian Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 25 quarters since.
Meridian Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $19M in Q2 2021.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.