Sagespring Wealth Partners’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
$801K Buy
15,083
+388
+3% +$22.2K 0.01% 401
2026
Q1
$900K Buy
14,695
+575
+4% +$30.8K 0.02% 347
2025
Q4
$631K Buy
14,120
+1,584
+13% +$70.5K 0.01% 416
2025
Q3
$560K Sell
12,536
-42
-0.3% -$1.84K 0.01% 435
2025
Q2
$533K Sell
12,578
-1,704
-12% -$71K 0.01% 425
2025
Q1
$667K Sell
14,282
-90
-0.6% -$4.06K 0.02% 326
2024
Q4
$616K Buy
+14,372
New +$653K 0.02% 307

Other funds holding XLE

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

Sagespring Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q2 2026, buying an estimated $22.2K and bringing the position to 15,083 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #401.

Sagespring Wealth Partners first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $900K in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Sagespring Wealth Partners held 15,083 shares of State Street Energy Select Sector SPDR ETF worth $801K as of Q2 2026.
  • Sagespring Wealth Partners bought 388 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $22.2K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #401 holding.
  • Sagespring Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $900K in Q1 2026.
  • 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.