Red Door 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
$203K Sell
3,828
-250
-6% -$14.3K 0.02% 309
2026
Q1
$250K Buy
+4,078
New +$219K 0.03% 255
2020
Q3
Sell
-312
Closed -$5K 442
2020
Q2
$5K Buy
+312
New +$5.8K ﹤0.01% 370

Other funds holding XLE

Red Door Wealth Management's XLE Position: Q2 2026 in Review

Red Door Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.1% in Q2 2026, selling an estimated $14.3K and leaving 3,828 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #309.

Red Door Wealth Management first reported a position in XLE in Q2 2020 and has held it in 3 quarters since. The position peaked at $250K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Red Door Wealth Management held 3,828 shares of State Street Energy Select Sector SPDR ETF worth $203K as of Q2 2026.
  • Red Door Wealth Management sold 250 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $14.3K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Red Door Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 3 quarters since.
  • Red Door Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $250K in Q1 2026.
  • 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.