Resonant Capital Advisors’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
$3.41M Sell
64,145
-1,099
-2% -$62.8K 0.16% 99
2026
Q1
$4M Sell
65,244
-347,340
-84% -$18.6M 0.21% 78
2025
Q4
$18.4M Sell
412,584
-7,254
-2% -$323K 1.01% 29
2025
Q3
$18.8M Buy
419,838
+15,114
+4% +$662K 1.09% 26
2025
Q2
$17.2M Buy
404,724
+1,222
+0.3% +$50.9K 1.1% 25
2025
Q1
$18.9M Buy
403,502
+16,486
+4% +$743K 1.32% 18
2024
Q4
$16.6M Buy
387,016
+5,314
+1% +$241K 1.21% 20
2024
Q3
$16.8M Buy
381,702
+12,980
+4% +$580K 1.23% 19
2024
Q2
$16.8M Buy
368,722
+22,292
+6% +$1.04M 1.36% 17
2024
Q1
$16.4M Buy
346,430
+14,890
+4% +$640K 1.4% 17
2023
Q4
$13.9M Sell
331,540
-2,818
-0.8% -$120K 1.34% 17
2023
Q3
$15.1M Buy
334,358
+902
+0.3% +$39.5K 1.61% 16
2023
Q2
$13.5M Buy
333,456
+13,114
+4% +$534K 1.47% 16
2023
Q1
$13.3M Buy
320,342
+23,812
+8% +$1.02M 1.51% 17
2022
Q4
$13M Buy
296,530
+8,246
+3% +$359K 1.62% 15
2022
Q3
$10.4M Buy
288,284
+62,050
+27% +$2.35M 1.58% 13
2022
Q2
$8.09M Sell
226,234
-6,770
-3% -$272K 1.26% 18
2022
Q1
$8.98M Buy
233,004
+6,088
+3% +$211K 1.33% 17
2021
Q4
$6.3M Buy
226,916
+30,296
+15% +$856K 0.95% 22
2021
Q3
$5.12M Buy
196,620
+25,244
+15% +$625K 0.89% 26
2021
Q2
$4.62M Buy
+171,376
New +$4.46M 0.89% 20

Other funds holding XLE

Resonant Capital Advisors's XLE Position: Q2 2026 in Review

Resonant Capital Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q2 2026, selling an estimated $62.8K and leaving 64,145 shares worth $3.41M. The position accounts for 0.16% of the portfolio, ranked #99.

Resonant Capital Advisors first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.9M in Q1 2025. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Resonant Capital Advisors held 64,145 shares of State Street Energy Select Sector SPDR ETF worth $3.41M as of Q2 2026.
  • Resonant Capital Advisors sold 1,099 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $62.8K.
  • State Street Energy Select Sector SPDR ETF made up 0.16% of Resonant Capital Advisors's portfolio in Q2 2026, its #99 holding.
  • Resonant Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • Resonant Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $18.9M in Q1 2025.
  • 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.