Mosaic Family Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Mosaic Family Wealth Partners's XLE Position: Q2 2026 in Review
Mosaic Family Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 95% in Q2 2026, buying an estimated $554K and bringing the position to 19,894 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #211.
Mosaic Family Wealth Partners first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Mosaic Family Wealth Partners held 19,894 shares of State Street Energy Select Sector SPDR ETF worth $1.06M as of Q2 2026.
- Mosaic Family Wealth Partners bought 9,684 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $554K.
- State Street Energy Select Sector SPDR ETF made up 0.07% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #211 holding.
- Mosaic Family Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.