New Wave Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

New Wave Wealth Advisors’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	–	Sell	-58,566	Closed	-$3.59M	–	237
2026 Q1	$3.59M	Buy	+58,566	New	+$3.14M	1.24%	19
2025 Q2	–	Sell	-4,658	Closed	-$218K	–	163
2025 Q1	$218K	Sell	4,658 -1,068	-19%	-$48.2K	0.1%	124
2024 Q4	$245K	Sell	5,726 -3,512	-38%	-$160K	0.1%	118
2024 Q3	$406K	Hold	9,238	–	–	0.19%	77
2024 Q2	$421K	Buy	+9,238	New	+$430K	0.23%	69

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

New Wave Wealth Advisors's XLE Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 58,566 shares — an estimated $3.59M sold.

New Wave Wealth Advisors first reported a position in XLE in Q2 2024 and held it in 5 quarters. The position peaked at $3.59M in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

New Wave Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
New Wave Wealth Advisors sold 58,566 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.59M.
New Wave Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and held it in 5 quarters.
New Wave Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.59M in Q1 2026.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.