Spartan Wealth Advisory Services LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Spartan Wealth Advisory Services LLC's XLE Position: Q2 2026 in Review
Spartan Wealth Advisory Services LLC increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 54% in Q2 2026, buying an estimated $301K and bringing the position to 15,052 shares worth $799K. The position accounts for 0.07% of the portfolio, ranked #175.
Spartan Wealth Advisory Services LLC first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 1,959 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Spartan Wealth Advisory Services LLC held 15,052 shares of State Street Energy Select Sector SPDR ETF worth $799K as of Q2 2026.
- Spartan Wealth Advisory Services LLC bought 5,266 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $301K.
- State Street Energy Select Sector SPDR ETF made up 0.07% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #175 holding.
- Spartan Wealth Advisory Services LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- 1,959 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.