Roberts Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Roberts Wealth Advisors's XLE Position: Q2 2026 in Review
Roberts Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8% in Q2 2026, selling an estimated $60.4K and leaving 12,106 shares worth $643K. The position accounts for 0.15% of the portfolio, ranked #76.
Roberts Wealth Advisors first reported a position in XLE in Q3 2021 and has held it in 19 quarters since. The position peaked at $806K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Roberts Wealth Advisors held 12,106 shares of State Street Energy Select Sector SPDR ETF worth $643K as of Q2 2026.
- Roberts Wealth Advisors sold 1,056 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $60.4K.
- State Street Energy Select Sector SPDR ETF made up 0.15% of Roberts Wealth Advisors's portfolio in Q2 2026, its #76 holding.
- Roberts Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
- Roberts Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $806K 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 Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.