PCG Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
PCG Wealth Advisors's XLE Position: Q2 2026 in Review
PCG Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 60% in Q2 2026, selling an estimated $1.26M and leaving 14,672 shares worth $779K. The position accounts for 0.17% of the portfolio, ranked #102.
PCG Wealth Advisors first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.88M in Q4 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- PCG Wealth Advisors held 14,672 shares of State Street Energy Select Sector SPDR ETF worth $779K as of Q2 2026.
- PCG Wealth Advisors sold 22,114 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.26M.
- State Street Energy Select Sector SPDR ETF made up 0.17% of PCG Wealth Advisors's portfolio in Q2 2026, its #102 holding.
- PCG Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
- PCG Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.88M in Q4 2022.
- 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.