River Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
River Wealth Advisors's XLE Position: Q2 2026 in Review
River Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.92% in Q2 2026, selling an estimated $11.5K and leaving 21,633 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #105.
River Wealth Advisors first reported a position in XLE in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.34M in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- River Wealth Advisors held 21,633 shares of State Street Energy Select Sector SPDR ETF worth $1.15M as of Q2 2026.
- River Wealth Advisors sold 201 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.5K.
- State Street Energy Select Sector SPDR ETF made up 0.12% of River Wealth Advisors's portfolio in Q2 2026, its #105 holding.
- River Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 29 quarters since.
- River Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.34M in Q1 2026.
- 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.