N.E.W. Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
SCB
MIFH
FMI
AIM
MB
N.E.W. Advisory Services's XLE Position: Q2 2026 in Review
N.E.W. Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, selling an estimated $30.5K and leaving 3,253 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #240.
N.E.W. Advisory Services first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $255K in Q1 2025. 1,517 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- N.E.W. Advisory Services held 3,253 shares of State Street Energy Select Sector SPDR ETF worth $173K as of Q2 2026.
- N.E.W. Advisory Services sold 533 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $30.5K.
- State Street Energy Select Sector SPDR ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #240 holding.
- N.E.W. Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
- N.E.W. Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $255K in Q1 2025.
- 1,517 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.