Pacific Capital Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$221K	Hold	4,170	–	–	0.03%	84
2026 Q1	$255K	Buy	+4,170	New	+$224K	0.04%	76
2025 Q1	–	Sell	-4,170	Closed	-$179K	–	393
2024 Q4	$179K	Hold	4,170	–	–	0.03%	84
2024 Q3	$183K	Hold	4,170	–	–	0.03%	82
2024 Q2	$190K	Buy	4,170 +3,746	+883%	+$174K	0.03%	74
2024 Q1	$20K	Hold	424	–	–	﹤0.01%	190
2023 Q4	$17.8K	Buy	+424	New	+$18.1K	﹤0.01%	200

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Pacific Capital Wealth Advisors's XLE Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,170 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #84.

Pacific Capital Wealth Advisors first reported a position in XLE in Q4 2023 and has held it in 7 quarters since. The position peaked at $255K in Q1 2026. 501 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Pacific Capital Wealth Advisors held 4,170 shares of State Street Energy Select Sector SPDR ETF worth $221K as of Q2 2026.
Pacific Capital Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.03% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Pacific Capital Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
Pacific Capital Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $255K in Q1 2026.
501 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.