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

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

Mission Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 48% in Q2 2026, buying an estimated $450K and bringing the position to 24,323 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #407.

Mission Wealth Management first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.04M in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

• Mission Wealth Management held 24,323 shares of State Street Energy Select Sector SPDR ETF worth $1.29M as of Q2 2026.
• Mission Wealth Management bought 7,877 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $450K.
• State Street Energy Select Sector SPDR ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #407 holding.
• Mission Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
• Mission Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.04M in Q1 2024.
• 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.