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National Wealth Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

National Wealth Management Group’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
4,064
-263
-6% -$15K 0.07% 215
2026
Q1 		$265K Buy
+4,327
New +$232K 0.1% 173
2025
Q4 		– Sell
-5,154
Closed -$230K – 290
2025
Q3 		$230K Buy
+5,154
New +$226K 0.09% 214
2024
Q4 		– Sell
-9,028
Closed -$396K – 177
2024
Q3 		$396K Sell
9,028
-250
-3% -$11.2K 0.27% 88
2024
Q2 		$423K Sell
9,278
-2,110
-19% -$98.3K 0.32% 73
2024
Q1 		$538K Sell
11,388
-838
-7% -$36K 0.42% 55
2023
Q4 		$513K Sell
12,226
-416
-3% -$17.8K 0.5% 52
2023
Q3 		$571K Buy
12,642
+1,128
+10% +$49.4K 0.62% 44
2023
Q2 		$510K Buy
11,514
+200
+2% +$8.15K 0.53% 59
2023
Q1 		$444K Sell
11,314
-1,208
-10% -$51.6K 0.51% 57
2022
Q4 		$548K Sell
12,522
-282
-2% -$12.3K 0.66% 39
2022
Q3 		$461K Buy
12,804
+1,612
+14% +$61K 0.6% 44
2022
Q2 		$400K Buy
+11,192
New +$449K 0.5% 56

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

National Wealth Management Group's XLE Position: Q2 2026 in Review

National Wealth Management Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.1% in Q2 2026, selling an estimated $15K and leaving 4,064 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #215.

National Wealth Management Group first reported a position in XLE in Q2 2022 and has held it in 13 quarters since. The position peaked at $571K in Q3 2023. 624 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • National Wealth Management Group held 4,064 shares of State Street Energy Select Sector SPDR ETF worth $216K as of Q2 2026.
  • National Wealth Management Group sold 263 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $15K.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #215 holding.
  • National Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 13 quarters since.
  • National Wealth Management Group's State Street Energy Select Sector SPDR ETF position peaked at $571K in Q3 2023.
  • 624 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.