Secure Asset 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
$480K Buy
9,042
+548
+6% +$31.3K 0.07% 193
2026
Q1
$520K Sell
8,494
-624
-7% -$33.5K 0.08% 182
2025
Q4
$408K Sell
9,118
-1,370
-13% -$61K 0.06% 222
2025
Q3
$469K Buy
10,488
+398
+4% +$17.4K 0.08% 190
2025
Q2
$428K Buy
10,090
+1,418
+16% +$59.1K 0.08% 206
2025
Q1
$405K Sell
8,672
-9,138
-51% -$412K 0.08% 201
2024
Q4
$763K Sell
17,810
-9,884
-36% -$449K 0.12% 155
2024
Q3
$1.22M Sell
27,694
-4,236
-13% -$189K 0.2% 118
2024
Q2
$1.46M Sell
31,930
-12,596
-28% -$587K 0.28% 87
2024
Q1
$2.1M Sell
44,526
-31,552
-41% -$1.36M 0.49% 45
2023
Q4
$3.19M Buy
76,078
+1,516
+2% +$64.8K 0.86% 21
2023
Q3
$3.37M Buy
74,562
+15,920
+27% +$697K 1.01% 22
2023
Q2
$2.38M Buy
58,642
+9,356
+19% +$381K 0.72% 29
2023
Q1
$2.04M Buy
49,286
+8,774
+22% +$375K 0.68% 32
2022
Q4
$1.77M Buy
40,512
+4,030
+11% +$175K 0.64% 41
2022
Q3
$1.31M Buy
36,482
+23,502
+181% +$889K 0.74% 20
2022
Q2
$464K Sell
12,980
-9,404
-42% -$377K 0.26% 79
2022
Q1
$856K Buy
22,384
+12,904
+136% +$447K 0.39% 46
2021
Q4
$263K Buy
+9,480
New +$268K 0.11% 164
2021
Q3
Sell
-11,324
Closed -$305K 201
2021
Q2
$305K Buy
+11,324
New +$294K 0.15% 134
2020
Q1
Sell
-8,650
Closed -$260K 161
2019
Q4
$260K Buy
+8,650
New +$257K 0.18% 133

Other funds holding XLE

Secure Asset Management's XLE Position: Q2 2026 in Review

Secure Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.5% in Q2 2026, buying an estimated $31.3K and bringing the position to 9,042 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #193.

Secure Asset Management first reported a position in XLE in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.37M in Q3 2023. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Secure Asset Management held 9,042 shares of State Street Energy Select Sector SPDR ETF worth $480K as of Q2 2026.
  • Secure Asset Management bought 548 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $31.3K.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Secure Asset Management's portfolio in Q2 2026, its #193 holding.
  • Secure Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
  • Secure Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $3.37M in Q3 2023.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.