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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.17M Sell
40,846
-6,052
-13% -$346K 0.62% 32
2026
Q1
$2.87M Sell
46,898
-1,160
-2% -$62.2K 0.93% 24
2025
Q4
$2.15M Buy
48,058
+1,094
+2% +$48.7K 0.69% 29
2025
Q3
$2.1M Buy
46,964
+2,282
+5% +$99.9K 0.71% 28
2025
Q2
$1.94M Buy
44,682
+1,864
+4% +$77.6K 0.69% 31
2025
Q1
$1.64M Buy
42,818
+2,232
+5% +$101K 0.76% 31
2024
Q4
$1.79M Buy
+40,586
New +$1.84M 0.78% 30

Other funds holding XLE

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

Pines Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q2 2026, selling an estimated $346K and leaving 40,846 shares worth $2.17M. The position accounts for 0.62% of the portfolio, ranked #32.

Pines Wealth Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.87M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Pines Wealth Management held 40,846 shares of State Street Energy Select Sector SPDR ETF worth $2.17M as of Q2 2026.
  • Pines Wealth Management sold 6,052 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $346K.
  • State Street Energy Select Sector SPDR ETF made up 0.62% of Pines Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Pines 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.
  • Pines Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.87M in Q1 2026.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.