Selective Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Selective Wealth Management's XLE Position: Q3 2026 in Review
Selective Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.46% in Q3 2026, selling an estimated $3.64K and leaving 12,946 shares worth $862K. The position accounts for 0.2% of the portfolio, ranked #52.
Selective Wealth Management first reported a position in XLE in Q3 2021 and has held it in 18 quarters since. 916 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Selective Wealth Management held 12,946 shares of State Street Energy Select Sector SPDR ETF worth $862K as of Q3 2026.
- Selective Wealth Management sold 60 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $3.64K.
- State Street Energy Select Sector SPDR ETF made up 0.2% of Selective Wealth Management's portfolio in Q3 2026, its #52 holding.
- Selective Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
- 916 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.