Modern Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Modern Wealth Management's XLE Position: Q2 2026 in Review
Modern Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.1% in Q2 2026, selling an estimated $1.06M and leaving 574,550 shares worth $30.5M. The position accounts for 0.36% of the portfolio, ranked #55.
Modern Wealth Management first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $35M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Modern Wealth Management held 574,550 shares of State Street Energy Select Sector SPDR ETF worth $30.5M as of Q2 2026.
- Modern Wealth Management sold 18,480 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.06M.
- State Street Energy Select Sector SPDR ETF made up 0.36% of Modern Wealth Management's portfolio in Q2 2026, its #55 holding.
- Modern Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
- Modern Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $35M in Q1 2026.
- 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.