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Meriwether Wealth & Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Meriwether Wealth & Planning’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 		$1.07M Sell
20,147
-536
-3% -$30.6K 0.53% 31
2026
Q1 		$1.27M Buy
20,683
+203
+1% +$10.9K 0.69% 26
2025
Q4 		$916K Sell
20,480
-6,488
-24% -$289K 0.52% 39
2025
Q3 		$1.2M Sell
26,968
-2,890
-10% -$127K 0.7% 25
2025
Q2 		$1.27M Sell
29,858
-7,622
-20% -$317K 0.79% 21
2025
Q1 		$1.75M Buy
37,480
+9,264
+33% +$418K 1.14% 15
2024
Q4 		$1.21M Buy
+28,216
New +$1.28M 0.86% 21

Other funds holding XLE

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Meriwether Wealth & Planning's XLE Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q2 2026, selling an estimated $30.6K and leaving 20,147 shares worth $1.07M. The position accounts for 0.53% of the portfolio, ranked #31.

Meriwether Wealth & Planning first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q1 2025. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Meriwether Wealth & Planning held 20,147 shares of State Street Energy Select Sector SPDR ETF worth $1.07M as of Q2 2026.
  • Meriwether Wealth & Planning sold 536 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $30.6K.
  • State Street Energy Select Sector SPDR ETF made up 0.53% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #31 holding.
  • Meriwether Wealth & Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's State Street Energy Select Sector SPDR ETF position peaked at $1.75M in Q1 2025.
  • 386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.