Palumbo Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Palumbo Wealth Management's XLE Position: Q2 2026 in Review
Palumbo Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q2 2026, selling an estimated $24.5K and leaving 9,470 shares worth $503K. The position accounts for 0.11% of the portfolio, ranked #145.
Palumbo Wealth Management first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $606K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Palumbo Wealth Management held 9,470 shares of State Street Energy Select Sector SPDR ETF worth $503K as of Q2 2026.
- Palumbo Wealth Management sold 428 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $24.5K.
- State Street Energy Select Sector SPDR ETF made up 0.11% of Palumbo Wealth Management's portfolio in Q2 2026, its #145 holding.
- Palumbo Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Palumbo Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $606K in Q1 2026.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.