Private Wealth Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Private Wealth Group’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	$382K	Hold	7,187	–	–	0.15%	50
2026 Q1	$440K	Hold	7,187	–	–	0.21%	44
2025 Q4	$321K	Buy	7,187 +905	+14%	+$40.3K	0.15%	51
2025 Q3	$281K	Hold	6,282	–	–	0.14%	53
2025 Q2	$266K	Hold	6,282	–	–	0.14%	58
2025 Q1	$294K	Sell	6,282 -19,444	-76%	-$877K	0.17%	52
2024 Q4	$1.1M	Hold	25,726	–	–	0.54%	31
2024 Q3	$1.13M	Sell	25,726 -722	-3%	-$32.3K	0.56%	30
2024 Q2	$1.21M	Buy	26,448 +714	+3%	+$33.3K	0.63%	27
2024 Q1	$1.21M	Hold	25,734	–	–	0.63%	27
2023 Q4	$1.08M	Sell	25,734 -420	-2%	-$18K	0.61%	25
2023 Q3	$1.18M	Buy	26,154 +178	+0.7%	+$7.79K	0.77%	24
2023 Q2	$1.05M	Sell	25,976 -810	-3%	-$33K	1.09%	24
2023 Q1	$1.11M	Sell	26,786 -952	-3%	-$40.7K	1.53%	23
2022 Q4	$1.21M	Sell	27,738 -47,148	-63%	-$2.05M	1.72%	24
2022 Q3	$2.7M	Buy	74,886 +110	+0.1%	+$4.16K	4.22%	7
2022 Q2	$2.67M	Buy	74,776 +4,714	+7%	+$189K	3.31%	11
2022 Q1	$2.68M	Buy	70,062 +3,902	+6%	+$135K	1.97%	12
2021 Q4	$1.84M	Sell	66,160 -7,676	-10%	-$217K	1.24%	13
2021 Q3	$1.92M	Sell	73,836 -64	-0.1%	-$1.59K	1.27%	14
2021 Q2	$1.99M	Sell	73,900 -1,138	-2%	-$29.6K	1.32%	14
2021 Q1	$1.84M	Buy	75,038 +26,124	+53%	+$603K	1.31%	14
2020 Q4	$927K	Buy	48,914 +6,808	+16%	+$117K	0.77%	19
2020 Q3	$631K	Sell	42,106 -21,568	-34%	-$383K	0.51%	21
2020 Q2	$1.21M	Buy	63,674 +17,866	+39%	+$332K	0.99%	9
2020 Q1	$666K	Buy	+45,808	New	+$1.09M	0.78%	16

Other funds holding XLE

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Private Wealth Group's XLE Position: Q2 2026 in Review

Private Wealth Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 7,187 shares worth $382K. The position accounts for 0.15% of the portfolio, ranked #50.

Private Wealth Group first reported a position in XLE in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.7M in Q3 2022. 889 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Private Wealth Group held 7,187 shares of State Street Energy Select Sector SPDR ETF worth $382K as of Q2 2026.
Private Wealth Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.15% of Private Wealth Group's portfolio in Q2 2026, its #50 holding.
Private Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Private Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $2.7M in Q3 2022.
889 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.