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Rainier Family Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Rainier Family Wealth’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 		$310K Hold
5,834
– – 0.18% 81
2026
Q1 		$357K Sell
5,834
-34
-0.6% -$1.82K 0.24% 72
2025
Q4 		$262K Buy
+5,868
New +$261K 0.2% 76

Other funds holding XLE

JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Rainier Family Wealth's XLE Position: Q2 2026 in Review

Rainier Family Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 5,834 shares worth $310K. The position accounts for 0.18% of the portfolio, ranked #81.

Rainier Family Wealth first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $357K in Q1 2026. 427 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Rainier Family Wealth held 5,834 shares of State Street Energy Select Sector SPDR ETF worth $310K as of Q2 2026.
  • Rainier Family Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.18% of Rainier Family Wealth's portfolio in Q2 2026, its #81 holding.
  • Rainier Family Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Rainier Family Wealth's State Street Energy Select Sector SPDR ETF position peaked at $357K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.