RWA Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

RWA Wealth Partners’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	$236K	Buy	4,448 +590	+15%	+$33.7K	﹤0.01%	610
2026 Q1	$236K	Buy	+3,858	New	+$207K	﹤0.01%	586
2025 Q1	–	Sell	-4,978	Closed	-$213K	–	592
2024 Q4	$213K	Buy	+4,978	New	+$226K	﹤0.01%	534
2024 Q3	–	Sell	-9,296	Closed	-$424K	–	584
2024 Q2	$424K	Buy	9,296 +3,596	+63%	+$167K	0.01%	410
2024 Q1	$269K	Buy	5,700 +12	+0.2%	+$515	﹤0.01%	475
2023 Q4	$238K	Buy	5,688 +486	+9%	+$20.8K	﹤0.01%	481
2023 Q3	$235K	Buy	+5,202	New	+$228K	0.01%	343
2018 Q4	–	Sell	-70,282	Closed	-$2.66M	–	250
2018 Q3	$2.66M	Sell	70,282 -79,842	-53%	-$2.99M	0.3%	77
2018 Q2	$5.7M	Buy	150,124 +149,814	+48,327%	+$5.57M	0.64%	37
2018 Q1	$10K	Buy	+310	New	+$11K	﹤0.01%	453

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

RWA Wealth Partners's XLE Position: Q2 2026 in Review

RWA Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, buying an estimated $33.7K and bringing the position to 4,448 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

RWA Wealth Partners first reported a position in XLE in Q1 2018 and has held it in 10 quarters since. The position peaked at $5.7M in Q2 2018. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

RWA Wealth Partners held 4,448 shares of State Street Energy Select Sector SPDR ETF worth $236K as of Q2 2026.
RWA Wealth Partners bought 590 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $33.7K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #610 holding.
RWA Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 10 quarters since.
RWA Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $5.7M in Q2 2018.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.