Private Wealth Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Private Wealth Management Group's XLE Position: Q2 2026 in Review
Private Wealth Management Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 135% in Q2 2026, buying an estimated $8.46K and bringing the position to 258 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #493.
Private Wealth Management Group first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Private Wealth Management Group held 258 shares of State Street Energy Select Sector SPDR ETF worth $13.7K as of Q2 2026.
- Private Wealth Management Group bought 148 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.46K.
- State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #493 holding.
- Private Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.