Ritholtz 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
$597K Sell
11,233
-4,291
-28% -$245K 0.01% 787
2026
Q1
$951K Buy
15,524
+4,775
+44% +$256K 0.02% 561
2025
Q4
$481K Sell
10,749
-4,563
-30% -$203K 0.01% 734
2025
Q3
$684K Buy
15,312
+6,036
+65% +$264K 0.01% 591
2025
Q2
$393K Sell
9,276
-374
-4% -$15.6K 0.01% 708
2025
Q1
$451K Buy
9,650
+658
+7% +$29.7K 0.01% 623
2024
Q4
$385K Sell
8,992
-90
-1% -$4.09K 0.01% 636
2024
Q3
$399K Sell
9,082
-1,934
-18% -$86.5K 0.01% 631
2024
Q2
$502K Buy
11,016
+2,736
+33% +$127K 0.02% 523
2024
Q1
$391K Buy
8,280
+572
+7% +$24.6K 0.01% 575
2023
Q4
$323K Sell
7,708
-3,530
-31% -$151K 0.01% 585
2023
Q3
$508K Buy
+11,238
New +$492K 0.02% 455

Other funds holding XLE

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

Ritholtz Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 28% in Q2 2026, selling an estimated $245K and leaving 11,233 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #787.

Ritholtz Wealth Management first reported a position in XLE in Q3 2023 and has held it in 12 quarters since. The position peaked at $951K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Ritholtz Wealth Management held 11,233 shares of State Street Energy Select Sector SPDR ETF worth $597K as of Q2 2026.
  • Ritholtz Wealth Management sold 4,291 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $245K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #787 holding.
  • Ritholtz Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
  • Ritholtz Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $951K in Q1 2026.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.