SWM
XLEI

SHP Wealth Management’s State Street Energy Select Sector SPDR Premium Income ETF XLEI Stock Holding History

SHP Wealth Management’s Portfolio XLEI Stock Details XLEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$860K Buy
34,088
+5,028
+17% +$133K 0.06% 115
2026
Q1 		$822K Buy
+29,060
New +$762K 0.06% 106

Other funds holding XLEI

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

SHP Wealth Management's XLEI Position: Q2 2026 in Review

SHP Wealth Management increased its State Street Energy Select Sector SPDR Premium Income ETF (XLEI) stake by 17% in Q2 2026, buying an estimated $133K and bringing the position to 34,088 shares worth $860K. The position accounts for 0.06% of the portfolio, ranked #115.

SHP Wealth Management first reported a position in XLEI in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold XLEI as of Q2 2026.

  • SHP Wealth Management held 34,088 shares of State Street Energy Select Sector SPDR Premium Income ETF worth $860K as of Q2 2026.
  • SHP Wealth Management bought 5,028 State Street Energy Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $133K.
  • State Street Energy Select Sector SPDR Premium Income ETF made up 0.06% of SHP Wealth Management's portfolio in Q2 2026, its #115 holding.
  • SHP Wealth Management first reported a position in State Street Energy Select Sector SPDR Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR Premium Income ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.