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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.46M Buy
84,003
+4,346
+5% +$248K 0.27% 75
2026
Q1
$4.88M Buy
79,657
+12,085
+18% +$648K 0.38% 56
2025
Q4
$3.02M Buy
67,572
+14,778
+28% +$658K 0.24% 87
2025
Q3
$2.36M Buy
52,794
+6,592
+14% +$289K 0.2% 112
2025
Q2
$1.96M Buy
46,202
+2,522
+6% +$105K 0.18% 121
2025
Q1
$2.04M Buy
43,680
+6,552
+18% +$295K 0.21% 108
2024
Q4
$1.59M Sell
37,128
-1,976
-5% -$89.8K 0.17% 129
2024
Q3
$1.72M Buy
39,104
+6,160
+19% +$275K 0.21% 115
2024
Q2
$1.5M Buy
32,944
+15,116
+85% +$704K 0.22% 112
2024
Q1
$842K Sell
17,828
-86
-0.5% -$3.69K 0.13% 171
2023
Q4
$751K Sell
17,914
-328
-2% -$14K 0.14% 169
2023
Q3
$824K Sell
18,242
-1,146
-6% -$50.1K 0.22% 115
2023
Q2
$787K Buy
19,388
+1,252
+7% +$51K 0.21% 119
2023
Q1
$751K Buy
18,136
+1,732
+11% +$74.1K 0.22% 115
2022
Q4
$717K Buy
16,404
+4,004
+32% +$174K 0.26% 98
2022
Q3
$447K Buy
12,400
+3,240
+35% +$123K 0.18% 132
2022
Q2
$328K Buy
+9,160
New +$368K 0.13% 171

Other funds holding XLE

MONECO Advisors's XLE Position: Q2 2026 in Review

MONECO Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.5% in Q2 2026, buying an estimated $248K and bringing the position to 84,003 shares worth $4.46M. The position accounts for 0.27% of the portfolio, ranked #75.

MONECO Advisors first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.88M in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • MONECO Advisors held 84,003 shares of State Street Energy Select Sector SPDR ETF worth $4.46M as of Q2 2026.
  • MONECO Advisors bought 4,346 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $248K.
  • State Street Energy Select Sector SPDR ETF made up 0.27% of MONECO Advisors's portfolio in Q2 2026, its #75 holding.
  • MONECO Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • MONECO Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.88M in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.