Mustard Seed Financial’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
$328K Buy
6,176
+1,431
+30% +$81.8K 0.17% 75
2026
Q1
$291K Buy
+4,745
New +$255K 0.17% 74
2025
Q4
Sell
-4,492
Closed -$201K 95
2025
Q3
$201K Buy
+4,492
New +$197K 0.13% 91

Other funds holding XLE

Mustard Seed Financial's XLE Position: Q2 2026 in Review

Mustard Seed Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q2 2026, buying an estimated $81.8K and bringing the position to 6,176 shares worth $328K. The position accounts for 0.17% of the portfolio, ranked #75.

Mustard Seed Financial first reported a position in XLE in Q3 2025 and has held it in 3 quarters since. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Mustard Seed Financial held 6,176 shares of State Street Energy Select Sector SPDR ETF worth $328K as of Q2 2026.
  • Mustard Seed Financial bought 1,431 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $81.8K.
  • State Street Energy Select Sector SPDR ETF made up 0.17% of Mustard Seed Financial's portfolio in Q2 2026, its #75 holding.
  • Mustard Seed Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.