Signature Wealth Management Partners’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
$1.34M Sell
25,270
-426
-2% -$24.4K 0.63% 32
2026
Q1
$1.57M Sell
25,696
-52
-0.2% -$2.79K 0.79% 23
2025
Q4
$1.15M Sell
25,748
-590
-2% -$26.3K 0.57% 36
2025
Q3
$1.18M Sell
26,338
-2,236
-8% -$97.9K 0.62% 33
2025
Q2
$1.21M Sell
28,574
-858
-3% -$35.7K 0.69% 29
2025
Q1
$1.38M Buy
29,432
+18
+0.1% +$812 0.9% 21
2024
Q4
$1.26M Sell
29,414
-380
-1% -$17.3K 0.87% 22
2024
Q3
$1.31M Sell
29,794
-1,186
-4% -$53K 0.95% 21
2024
Q2
$1.41M Sell
30,980
-404
-1% -$18.8K 1.07% 19
2024
Q1
$1.48M Buy
31,384
+840
+3% +$36.1K 1.21% 17
2023
Q4
$1.28M Buy
30,544
+4,962
+19% +$212K 1.12% 17
2023
Q3
$1.16M Buy
25,582
+1,800
+8% +$78.8K 1.13% 18
2023
Q2
$965K Sell
23,782
-204
-0.9% -$8.31K 0.89% 23
2023
Q1
$993K Sell
23,986
-1,824
-7% -$78K 0.92% 24
2022
Q4
$1.13M Buy
25,810
+2,462
+11% +$107K 1.11% 23
2022
Q3
$841K Buy
23,348
+10,156
+77% +$384K 0.93% 27
2022
Q2
$472K Sell
13,192
-1,500
-10% -$60.2K 0.48% 56
2022
Q1
$562K Buy
+14,692
New +$509K 0.48% 56
2021
Q1
Sell
-29,688
Closed -$563K 106
2020
Q4
$563K Buy
+29,688
New +$512K 0.56% 44

Other funds holding XLE

Signature Wealth Management Partners's XLE Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q2 2026, selling an estimated $24.4K and leaving 25,270 shares worth $1.34M. The position accounts for 0.63% of the portfolio, ranked #32.

Signature Wealth Management Partners first reported a position in XLE in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.57M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Signature Wealth Management Partners held 25,270 shares of State Street Energy Select Sector SPDR ETF worth $1.34M as of Q2 2026.
  • Signature Wealth Management Partners sold 426 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $24.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.63% of Signature Wealth Management Partners's portfolio in Q2 2026, its #32 holding.
  • Signature Wealth Management Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
  • Signature Wealth Management Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.57M in Q1 2026.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.