Rialto 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
$29.2K Sell
550
-400
-42% -$22.9K 0.01% 378
2026
Q1
$58.2K Buy
950
+102
+12% +$5.47K 0.01% 274
2025
Q4
$37.9K Buy
848
+280
+49% +$12.5K 0.01% 302
2025
Q3
$25.4K Sell
568
-36
-6% -$1.58K 0.01% 327
2025
Q2
$25.6K Hold
604
0.01% 327
2025
Q1
$28.2K Hold
604
0.01% 311
2024
Q4
$25.9K Buy
+604
New +$27.4K 0.01% 316

Other funds holding XLE

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

Rialto Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 42% in Q2 2026, selling an estimated $22.9K and leaving 550 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #378.

Rialto Wealth Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.2K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Rialto Wealth Management held 550 shares of State Street Energy Select Sector SPDR ETF worth $29.2K as of Q2 2026.
  • Rialto Wealth Management sold 400 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $22.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #378 holding.
  • Rialto Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $58.2K in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.