Navis Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Navis Wealth Advisors's XLE Position: Q2 2026 in Review
Navis Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 3,800 shares worth $202K. The position accounts for 0.08% of the portfolio, ranked #169.
Navis Wealth Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q4 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Navis Wealth Advisors held 3,800 shares of State Street Energy Select Sector SPDR ETF worth $202K as of Q2 2026.
- Navis Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Energy Select Sector SPDR ETF made up 0.08% of Navis Wealth Advisors's portfolio in Q2 2026, its #169 holding.
- Navis Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Navis Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $304K in Q4 2025.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.