Sage Investment Advisers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Sage Investment Advisers's XLE Position: Q2 2026 in Review
Sage Investment Advisers reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 39% in Q2 2026, selling an estimated $337K and leaving 9,068 shares worth $482K. The position accounts for 0.32% of the portfolio, ranked #61.
Sage Investment Advisers first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $882K in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Sage Investment Advisers held 9,068 shares of State Street Energy Select Sector SPDR ETF worth $482K as of Q2 2026.
- Sage Investment Advisers sold 5,888 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $337K.
- State Street Energy Select Sector SPDR ETF made up 0.32% of Sage Investment Advisers's portfolio in Q2 2026, its #61 holding.
- Sage Investment Advisers first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Sage Investment Advisers's State Street Energy Select Sector SPDR ETF position peaked at $882K in Q1 2026.
- 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.