Northwest Wealth Advisors’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
$316K Sell
5,949
-919
-13% -$52.5K 0.18% 53
2026
Q1
$421K Buy
6,868
+31
+0.5% +$1.66K 0.3% 42
2025
Q4
$306K Buy
+6,837
New +$304K 0.24% 47

Other funds holding XLE

Northwest Wealth Advisors's XLE Position: Q2 2026 in Review

Northwest Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q2 2026, selling an estimated $52.5K and leaving 5,949 shares worth $316K. The position accounts for 0.18% of the portfolio, ranked #53.

Northwest Wealth Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $421K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Northwest Wealth Advisors held 5,949 shares of State Street Energy Select Sector SPDR ETF worth $316K as of Q2 2026.
  • Northwest Wealth Advisors sold 919 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $52.5K.
  • State Street Energy Select Sector SPDR ETF made up 0.18% of Northwest Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Northwest 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.
  • Northwest Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $421K in Q1 2026.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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