Premier Path Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Premier Path Wealth Partners’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	$2.72M	Sell	51,242 -858	-2%	-$49.1K	0.31%	79
2026 Q1	$3.19M	Sell	52,100 -20,360	-28%	-$1.09M	0.42%	52
2025 Q4	$3.24M	Sell	72,460 -4,554	-6%	-$203K	0.42%	52
2025 Q3	$3.44M	Sell	77,014 -2,098	-3%	-$91.9K	0.44%	48
2025 Q2	$3.35M	Buy	79,112 +7,734	+11%	+$322K	0.47%	45
2025 Q1	$3.34M	Buy	71,378 +2	+0%	+$90	0.52%	40
2024 Q4	$3.06M	Sell	71,376 -4,498	-6%	-$204K	0.47%	46
2024 Q3	$3.33M	Buy	75,874 +4,380	+6%	+$196K	0.53%	40
2024 Q2	$3.26M	Sell	71,494 -1,042	-1%	-$48.5K	0.56%	38
2024 Q1	$3.42M	Buy	72,536 +7,842	+12%	+$337K	0.64%	34
2023 Q4	$2.75M	Buy	+64,694	New	+$2.77M	0.61%	34

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Premier Path Wealth Partners's XLE Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.6% in Q2 2026, selling an estimated $49.1K and leaving 51,242 shares worth $2.72M. The position accounts for 0.31% of the portfolio, ranked #79.

Premier Path Wealth Partners first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.44M in Q3 2025. 2,035 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Premier Path Wealth Partners held 51,242 shares of State Street Energy Select Sector SPDR ETF worth $2.72M as of Q2 2026.
Premier Path Wealth Partners sold 858 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $49.1K.
State Street Energy Select Sector SPDR ETF made up 0.31% of Premier Path Wealth Partners's portfolio in Q2 2026, its #79 holding.
Premier Path Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $3.44M in Q3 2025.
2,035 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.