SeaCrest Wealth Management’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
$969K Buy
18,254
+275
+2% +$15.7K 0.11% 170
2026
Q1
$1.1M Buy
17,979
+3,785
+27% +$203K 0.12% 173
2025
Q4
$641K Buy
14,194
+584
+4% +$26K 0.06% 264
2025
Q3
$605K Sell
13,610
-5,780
-30% -$253K 0.06% 273
2025
Q2
$822K Sell
19,390
-1,800
-8% -$75K 0.09% 207
2025
Q1
$990K Buy
21,190
+266
+1% +$12K 0.11% 181
2024
Q4
$896K Buy
20,924
+946
+5% +$43K 0.09% 200
2024
Q3
$877K Sell
19,978
-978
-5% -$43.7K 0.09% 214
2024
Q2
$955K Buy
20,956
+156
+0.8% +$7.27K 0.11% 182
2024
Q1
$982K Buy
20,800
+968
+5% +$41.6K 0.12% 179
2023
Q4
$840K Buy
19,832
+1,660
+9% +$71K 0.1% 205
2023
Q3
$821K Buy
18,172
+510
+3% +$22.3K 0.11% 204
2023
Q2
$717K Sell
17,662
-266
-1% -$10.8K 0.09% 231
2023
Q1
$743K Sell
17,928
-494
-3% -$21.1K 0.1% 229
2022
Q4
$806K Buy
18,422
+434
+2% +$18.9K 0.12% 209
2022
Q3
$648K Buy
17,988
+2,662
+17% +$101K 0.1% 227
2022
Q2
$548K Sell
15,326
-640
-4% -$25.7K 0.07% 293
2022
Q1
$610K Sell
15,966
-364
-2% -$12.6K 0.07% 296
2021
Q4
$453K Buy
16,330
+3,060
+23% +$86.5K 0.05% 387
2021
Q3
$346K Sell
13,270
-1,022
-7% -$25.3K 0.04% 456
2021
Q2
$385K Buy
14,292
+2,164
+18% +$56.3K 0.05% 419
2021
Q1
$298K Sell
12,128
-4,974
-29% -$115K 0.04% 476
2020
Q4
$324K Buy
17,102
+1,856
+12% +$32K 0.05% 406
2020
Q3
$228K Sell
15,246
-3,712
-20% -$65.9K 0.04% 478
2020
Q2
$359K Buy
+18,958
New +$353K 0.06% 333
2019
Q2
Sell
-5,324
Closed -$176K 1870
2019
Q1
$176K Buy
5,324
+6
+0.1% +$193 0.03% 515
2018
Q4
$153K Sell
5,318
-1,714
-24% -$57.3K 0.03% 508
2018
Q3
$266K Buy
7,032
+4
+0.1% +$150 0.05% 423
2018
Q2
$267K Sell
7,028
-82,034
-92% -$3.05M 0.05% 405
2018
Q1
$3M Buy
89,062
+79,976
+880% +$2.83M 0.55% 34
2017
Q4
$328K Buy
+9,086
New +$313K 0.06% 348

Other funds holding XLE

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

SeaCrest Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 18,254 shares worth $969K. The position accounts for 0.11% of the portfolio, ranked #170.

SeaCrest Wealth Management first reported a position in XLE in Q4 2017 and has held it in 31 quarters since. The position peaked at $3M in Q1 2018. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • SeaCrest Wealth Management held 18,254 shares of State Street Energy Select Sector SPDR ETF worth $969K as of Q2 2026.
  • SeaCrest Wealth Management bought 275 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $15.7K.
  • State Street Energy Select Sector SPDR ETF made up 0.11% of SeaCrest Wealth Management's portfolio in Q2 2026, its #170 holding.
  • SeaCrest Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 31 quarters since.
  • SeaCrest Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $3M in Q1 2018.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.