Sharp Financial Services’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
$7.24M Buy
136,380
+132,280
+3,226% +$7.56M 3.36% 10
2026
Q1
$251K Buy
+4,100
New +$220K 0.12% 101
2025
Q1
Sell
-5,800
Closed -$248K 104
2024
Q4
$248K Hold
5,800
0.19% 83
2024
Q3
$255K Hold
5,800
0.2% 83
2024
Q2
$264K Buy
5,800
+800
+16% +$37.3K 0.23% 80
2024
Q1
$236K Buy
+5,000
New +$215K 0.22% 81

Other funds holding XLE

Sharp Financial Services's XLE Position: Q2 2026 in Review

Sharp Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3,226% in Q2 2026, buying an estimated $7.56M and bringing the position to 136,380 shares worth $7.24M. The position accounts for 3.36% of the portfolio, ranked #10.

Sharp Financial Services first reported a position in XLE in Q1 2024 and has held it in 6 quarters since. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Sharp Financial Services held 136,380 shares of State Street Energy Select Sector SPDR ETF worth $7.24M as of Q2 2026.
  • Sharp Financial Services bought 132,280 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.56M.
  • State Street Energy Select Sector SPDR ETF made up 3.36% of Sharp Financial Services's portfolio in Q2 2026, its #10 holding.
  • Sharp Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
  • 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.