Perryman Financial Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Perryman Financial Advisory's XLE Position: Q2 2026 in Review
Perryman Financial Advisory reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.6% in Q2 2026, selling an estimated $20.2K and leaving 7,311 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #155.
Perryman Financial Advisory first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $470K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Perryman Financial Advisory held 7,311 shares of State Street Energy Select Sector SPDR ETF worth $388K as of Q2 2026.
- Perryman Financial Advisory sold 353 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $20.2K.
- State Street Energy Select Sector SPDR ETF made up 0.05% of Perryman Financial Advisory's portfolio in Q2 2026, its #155 holding.
- Perryman Financial Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Perryman Financial Advisory's State Street Energy Select Sector SPDR ETF position peaked at $470K 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 Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.