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Nvest Wealth Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nvest Wealth Strategies’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 		$12.2K Hold
230
– – 0.01% 108
2026
Q1 		$14.1K Sell
230
-14
-6% -$751 0.01% 102
2025
Q4 		$10.9K Buy
+244
New +$10.9K 0.01% 113

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvest Wealth Strategies's XLE Position: Q2 2026 in Review

Nvest Wealth Strategies held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 230 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #108.

Nvest Wealth Strategies first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.1K in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Nvest Wealth Strategies held 230 shares of State Street Energy Select Sector SPDR ETF worth $12.2K as of Q2 2026.
  • Nvest Wealth Strategies left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #108 holding.
  • Nvest Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's State Street Energy Select Sector SPDR ETF position peaked at $14.1K in Q1 2026.
  • 1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.