O'Rourke & Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$232K Buy
4,359
+106
+2% +$6.06K 0.08% 160
2026
Q1
$261K Buy
+4,253
New +$228K 0.1% 145

Other funds holding XLE

O'Rourke & Company's XLE Position: Q2 2026 in Review

O'Rourke & Company increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q2 2026, buying an estimated $6.06K and bringing the position to 4,359 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #160.

O'Rourke & Company first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $261K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • O'Rourke & Company held 4,359 shares of State Street Energy Select Sector SPDR ETF worth $232K as of Q2 2026.
  • O'Rourke & Company bought 106 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.06K.
  • State Street Energy Select Sector SPDR ETF made up 0.08% of O'Rourke & Company's portfolio in Q2 2026, its #160 holding.
  • O'Rourke & Company first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • O'Rourke & Company's State Street Energy Select Sector SPDR ETF position peaked at $261K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.