Rockwood Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Rockwood Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Buy	5,996 +466	+8%	+$26.6K	0.02%	106
2026 Q1	$339K	Buy	5,530 +488	+10%	+$26.2K	0.02%	90
2025 Q4	$225K	Buy	+5,042	New	+$225K	0.02%	106
2025 Q3	–	Sell	-4,898	Closed	-$208K	–	115
2025 Q2	$208K	Sell	4,898 -816	-14%	-$34K	0.02%	98
2025 Q1	$267K	Hold	5,714	–	–	0.03%	78
2024 Q4	$242K	Buy	5,714 +978	+21%	+$44.4K	0.03%	83
2024 Q3	$208K	Buy	+4,736	New	+$212K	0.02%	82

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Rockwood Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.4% in Q2 2026, buying an estimated $26.6K and bringing the position to 5,996 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #106.

Rockwood Wealth Management first reported a position in XLE in Q3 2024 and has held it in 7 quarters since. The position peaked at $339K in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Rockwood Wealth Management held 5,996 shares of State Street Energy Select Sector SPDR ETF worth $318K as of Q2 2026.
Rockwood Wealth Management bought 466 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $26.6K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #106 holding.
Rockwood Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Rockwood Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $339K in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.