Ruggiero Investments’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
Sell
-37,939
Closed -$2.32M 100
2026
Q1
$2.32M Buy
37,939
+29,512
+350% +$1.58M 2.25% 13
2025
Q4
$377K Buy
+8,427
New +$375K 0.34% 45

Other funds holding XLE

Ruggiero Investments's XLE Position: Q2 2026 in Review

Ruggiero Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 37,939 shares — an estimated $2.32M sold.

Ruggiero Investments first reported a position in XLE in Q4 2025 and held it in 2 quarters. The position peaked at $2.32M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Ruggiero Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Ruggiero Investments sold 37,939 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.32M.
  • Ruggiero Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Ruggiero Investments's State Street Energy Select Sector SPDR ETF position peaked at $2.32M in Q1 2026.
  • 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ruggiero Investments's 13F filing for Q2 2026, filed 14 Aug 2026.