Pine Harbor Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Pine Harbor Wealth Management's XLE Position: Q2 2026 in Review
Pine Harbor Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.33% in Q2 2026, buying an estimated $800 and bringing the position to 4,258 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #103.
Pine Harbor Wealth Management first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $261K in Q1 2024. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Pine Harbor Wealth Management held 4,258 shares of State Street Energy Select Sector SPDR ETF worth $226K as of Q2 2026.
- Pine Harbor Wealth Management bought 14 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $800.
- State Street Energy Select Sector SPDR ETF made up 0.06% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #103 holding.
- Pine Harbor Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
- Pine Harbor Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $261K in Q1 2024.
- 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.