SHP Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
SHP Wealth Management's XLE Position: Q2 2026 in Review
SHP Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q2 2026, buying an estimated $22.4K and bringing the position to 3,660 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #306.
SHP Wealth Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $200K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- SHP Wealth Management held 3,660 shares of State Street Energy Select Sector SPDR ETF worth $194K as of Q2 2026.
- SHP Wealth Management bought 391 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $22.4K.
- State Street Energy Select Sector SPDR ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #306 holding.
- SHP Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- SHP Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $200K in Q1 2026.
- 2,045 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.