SOA Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
SOA Wealth Advisors's XLE Position: Q2 2026 in Review
SOA Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.77% in Q2 2026, buying an estimated $172 and bringing the position to 393 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #514.
SOA Wealth Advisors first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.9K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- SOA Wealth Advisors held 393 shares of State Street Energy Select Sector SPDR ETF worth $20.9K as of Q2 2026.
- SOA Wealth Advisors bought 3 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $172.
- State Street Energy Select Sector SPDR ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #514 holding.
- SOA Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
- SOA Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $23.9K in Q1 2026.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.