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

Principle Wealth Partners's XLE Position: Q2 2026 in Review

Principle Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q2 2026, buying an estimated $194K and bringing the position to 18,868 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #184.

Principle Wealth Partners first reported a position in XLE in Q2 2020 and has held it in 19 quarters since. The position peaked at $5.63M in Q4 2022. 1,434 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

• Principle Wealth Partners held 18,868 shares of State Street Energy Select Sector SPDR ETF worth $1M as of Q2 2026.
• Principle Wealth Partners bought 3,389 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $194K.
• State Street Energy Select Sector SPDR ETF made up 0.05% of Principle Wealth Partners's portfolio in Q2 2026, its #184 holding.
• Principle Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 19 quarters since.
• Principle Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $5.63M in Q4 2022.
• 1,434 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.