Merkkuri Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Merkkuri Wealth Advisors's XLE Position: Q2 2026 in Review
Merkkuri Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 38% in Q2 2026, selling an estimated $1.06M and leaving 29,852 shares worth $1.59M. The position accounts for 0.98% of the portfolio, ranked #29.
Merkkuri Wealth Advisors first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.96M in Q1 2026. 2,035 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Merkkuri Wealth Advisors held 29,852 shares of State Street Energy Select Sector SPDR ETF worth $1.59M as of Q2 2026.
- Merkkuri Wealth Advisors sold 18,536 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.06M.
- State Street Energy Select Sector SPDR ETF made up 0.98% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #29 holding.
- Merkkuri Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
- Merkkuri Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.96M in Q1 2026.
- 2,035 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.