Provident 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
$269K Sell
5,067
-427
-8% -$24.4K 0.07% 74
2026
Q1
$337K Sell
5,494
-184
-3% -$9.87K 0.1% 53
2025
Q4
$254K Hold
5,678
0.08% 67
2025
Q3
$254K Hold
5,678
0.08% 73
2025
Q2
$241K Sell
5,678
-628
-10% -$26.2K 0.08% 72
2025
Q1
$295K Buy
6,306
+3,338
+112% +$151K 0.1% 60
2024
Q4
$127K Sell
2,968
-242
-8% -$11K 0.04% 88
2024
Q3
$141K Hold
3,210
0.05% 87
2024
Q2
$146K Buy
3,210
+3,000
+1,429% +$140K 0.05% 82
2024
Q1
$9.91K Buy
+210
New +$9.02K ﹤0.01% 96

Other funds holding XLE

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

Provident Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.8% in Q2 2026, selling an estimated $24.4K and leaving 5,067 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #74.

Provident Wealth Management first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $337K in Q1 2026. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Provident Wealth Management held 5,067 shares of State Street Energy Select Sector SPDR ETF worth $269K as of Q2 2026.
  • Provident Wealth Management sold 427 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $24.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Provident Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Provident Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Provident Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $337K in Q1 2026.
  • 2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.