Peterson Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Peterson Wealth Services’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	$154K	Hold	2,892	–	–	0.03%	139
2026 Q1	$177K	Hold	2,892	–	–	0.04%	131
2025 Q4	$129K	Buy	2,892 +2,776	+2,393%	+$124K	0.03%	136
2025 Q3	$129K	Sell	116 -4,476	-97%	-$196K	0.03%	143
2025 Q2	$195K	Hold	4,592	–	–	0.05%	118
2025 Q1	$215K	Sell	4,592 -662	-13%	-$29.8K	0.07%	117
2024 Q4	$225K	Hold	5,254	–	–	0.07%	113
2024 Q3	$231K	Hold	5,254	–	–	0.07%	114
2024 Q2	$239K	Hold	5,254	–	–	0.08%	110
2024 Q1	$248K	Sell	5,254 -8,862	-63%	-$381K	0.09%	109
2023 Q4	$592K	Buy	+14,116	New	+$604K	0.25%	58
2023 Q3	–	Sell	-103,096	Closed	-$4.18M	–	91
2023 Q2	$4.18M	Sell	103,096 -69,706	-40%	-$2.84M	2.01%	13
2023 Q1	$7.16M	Sell	172,802 -10,840	-6%	-$463K	3.68%	4
2022 Q4	$8.03M	Buy	183,642 +2,666	+1%	+$116K	4.6%	5
2022 Q3	$6.52M	Buy	180,976 +7,040	+4%	+$266K	4.62%	3
2022 Q2	$6.22M	Sell	173,936 -13,920	-7%	-$558K	4.49%	3
2022 Q1	$7.18M	Sell	187,856 -2,002	-1%	-$69.3K	4.42%	3
2021 Q4	$5.27M	Buy	+189,858	New	+$5.36M	3.49%	4

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Peterson Wealth Services's XLE Position: Q2 2026 in Review

Peterson Wealth Services held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 2,892 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #139.

Peterson Wealth Services first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.03M in Q4 2022. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Peterson Wealth Services held 2,892 shares of State Street Energy Select Sector SPDR ETF worth $154K as of Q2 2026.
Peterson Wealth Services 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 Peterson Wealth Services's portfolio in Q2 2026, its #139 holding.
Peterson Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Peterson Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $8.03M in Q4 2022.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.