SilverOak Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
SilverOak Wealth Management's XLE Position: Q2 2026 in Review
SilverOak Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.3% in Q2 2026, buying an estimated $17.2K and bringing the position to 4,428 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #117.
SilverOak Wealth Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $253K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- SilverOak Wealth Management held 4,428 shares of State Street Energy Select Sector SPDR ETF worth $235K as of Q2 2026.
- SilverOak Wealth Management bought 300 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $17.2K.
- State Street Energy Select Sector SPDR ETF made up 0.03% of SilverOak Wealth Management's portfolio in Q2 2026, its #117 holding.
- SilverOak Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- SilverOak Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $253K in Q1 2026.
- 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.