OakTrust Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
OakTrust Wealth Advisors's XLE Position: Q2 2026 in Review
OakTrust Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.26% in Q2 2026, buying an estimated $1.09K and bringing the position to 7,191 shares worth $382K. The position accounts for 0.33% of the portfolio, ranked #45.
OakTrust Wealth Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $439K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- OakTrust Wealth Advisors held 7,191 shares of State Street Energy Select Sector SPDR ETF worth $382K as of Q2 2026.
- OakTrust Wealth Advisors bought 19 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.09K.
- State Street Energy Select Sector SPDR ETF made up 0.33% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #45 holding.
- OakTrust 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.
- OakTrust Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $439K 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 OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.