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Mills Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mills Wealth Advisors’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 		– Sell
-4,021
Closed -$246K – 88
2026
Q1 		$246K Buy
+4,021
New +$216K 0.09% 68

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Mills Wealth Advisors's XLE Position: Q2 2026 in Review

Mills Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 4,021 shares — an estimated $246K sold.

Mills Wealth Advisors first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $246K in Q1 2026. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Mills Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Mills Wealth Advisors sold 4,021 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $246K.
  • Mills Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Mills Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $246K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.