Oak Harbor Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Oak Harbor Wealth Partners's XLE Position: Q2 2026 in Review
Oak Harbor Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 26% in Q2 2026, selling an estimated $85.2K and leaving 4,168 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #150.
Oak Harbor Wealth Partners first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $347K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Oak Harbor Wealth Partners held 4,168 shares of State Street Energy Select Sector SPDR ETF worth $221K as of Q2 2026.
- Oak Harbor Wealth Partners sold 1,490 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $85.2K.
- State Street Energy Select Sector SPDR ETF made up 0.08% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #150 holding.
- Oak Harbor Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
- Oak Harbor Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $347K in Q1 2026.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.