Octavia Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Octavia Wealth Advisors's XLE Position: Q2 2026 in Review
Octavia Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q2 2026, selling an estimated $127K and leaving 4,394 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #206.
Octavia Wealth Advisors first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $433K in Q1 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Octavia Wealth Advisors held 4,394 shares of State Street Energy Select Sector SPDR ETF worth $233K as of Q2 2026.
- Octavia Wealth Advisors sold 2,222 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $127K.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #206 holding.
- Octavia Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
- Octavia Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $433K in Q1 2022.
- 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.