SPWM Advisors’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
$213K Buy
3,700
+26
+0.7% +$1.49K 0.2% 80
2026
Q1
$211K Buy
+3,674
New +$197K 0.18% 85

Other funds holding XLE

SPWM Advisors's XLE Position: Q2 2026 in Review

SPWM Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.71% in Q2 2026, buying an estimated $1.49K and bringing the position to 3,700 shares worth $213K. The position accounts for 0.2% of the portfolio, ranked #80.

SPWM Advisors first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • SPWM Advisors held 3,700 shares of State Street Energy Select Sector SPDR ETF worth $213K as of Q2 2026.
  • SPWM Advisors bought 26 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.49K.
  • State Street Energy Select Sector SPDR ETF made up 0.2% of SPWM Advisors's portfolio in Q2 2026, its #80 holding.
  • SPWM Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.