Occidental Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Occidental Asset Management's XLE Position: Q2 2026 in Review
Occidental Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 253% in Q2 2026, buying an estimated $1.07M and bringing the position to 26,114 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #110.
Occidental Asset Management first reported a position in XLE in Q1 2020 and has held it in 13 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Occidental Asset Management held 26,114 shares of State Street Energy Select Sector SPDR ETF worth $1.39M as of Q2 2026.
- Occidental Asset Management bought 18,708 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.07M.
- State Street Energy Select Sector SPDR ETF made up 0.14% of Occidental Asset Management's portfolio in Q2 2026, its #110 holding.
- Occidental Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 13 quarters since.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.