Partners Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Partners Wealth Management’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	$993K	Sell	18,698 -227	-1%	-$13K	0.97%	29
2026 Q1	$1.16M	Sell	18,925 -29	-0.2%	-$1.56K	1.19%	20
2025 Q4	$847K	Sell	18,954 -404	-2%	-$18K	0.89%	32
2025 Q3	$865K	Sell	19,358 -1,300	-6%	-$56.9K	0.85%	34
2025 Q2	$971K	Hold	20,658	–	–	1.11%	26
2025 Q1	$965K	Buy	20,658 +842	+4%	+$38K	1.09%	27
2024 Q4	$849K	Buy	+19,816	New	+$901K	0.97%	32

Other funds holding XLE

FMI

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Partners Wealth Management's XLE Position: Q2 2026 in Review

Partners Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q2 2026, selling an estimated $13K and leaving 18,698 shares worth $993K. The position accounts for 0.97% of the portfolio, ranked #29.

Partners Wealth Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 630 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Partners Wealth Management held 18,698 shares of State Street Energy Select Sector SPDR ETF worth $993K as of Q2 2026.
Partners Wealth Management sold 227 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $13K.
State Street Energy Select Sector SPDR ETF made up 0.97% of Partners Wealth Management's portfolio in Q2 2026, its #29 holding.
Partners Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.16M in Q1 2026.
630 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.