Silver Oak Securities’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
$645K Buy
12,139
+2,761
+29% +$158K 0.04% 389
2026
Q1
$575K Buy
9,378
+4,568
+95% +$245K 0.04% 388
2025
Q4
$216K Sell
4,810
-5,530
-53% -$246K 0.01% 736
2025
Q3
$462K Buy
10,340
+7,304
+241% +$320K 0.03% 455
2025
Q2
$129K Buy
+3,036
New +$126K 0.01% 667
2025
Q1
Sell
-19,420
Closed -$821K 720
2024
Q4
$821K Sell
19,420
-70
-0.4% -$3.18K 0.08% 270
2024
Q3
$829K Buy
+19,490
New +$871K 0.09% 241
2024
Q2
Sell
-5,906
Closed -$279K 534
2024
Q1
$279K Buy
+5,906
New +$254K 0.04% 308
2023
Q1
Sell
-19,374
Closed -$847K 420
2022
Q4
$847K Buy
+19,374
New +$843K 0.16% 111

Other funds holding XLE

Silver Oak Securities's XLE Position: Q2 2026 in Review

Silver Oak Securities increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 29% in Q2 2026, buying an estimated $158K and bringing the position to 12,139 shares worth $645K. The position accounts for 0.04% of the portfolio, ranked #389.

Silver Oak Securities first reported a position in XLE in Q4 2022 and has held it in 9 quarters since. The position peaked at $847K in Q4 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Silver Oak Securities held 12,139 shares of State Street Energy Select Sector SPDR ETF worth $645K as of Q2 2026.
  • Silver Oak Securities bought 2,761 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $158K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #389 holding.
  • Silver Oak Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 9 quarters since.
  • Silver Oak Securities's State Street Energy Select Sector SPDR ETF position peaked at $847K in Q4 2022.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.