SteelPeak Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SteelPeak Wealth’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	-$93.5K	–	669
2025 Q1	–	Hold	0	–	–	–	515
2024 Q4	–	Hold	0	–	–	–	524
2024 Q3	–	Hold	0	–	-$137K	–	614
2024 Q2	–	Hold	0	–	–	–	482
2024 Q1	–	Hold	0	–	–	–	442
2023 Q4	–	Hold	0	–	–	–	380
2023 Q3	–	Hold	0	–	–	–	402
2023 Q2	–	Hold	0	–	–	–	433
2022 Q2	–	Sell	-400	Closed	-$15K	–	490
2022 Q1	$15K	Buy	+400	New	+$13.9K	﹤0.01%	426

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

SteelPeak Wealth's XLE Position: Q2 2026 in Review

SteelPeak Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 72% in Q2 2026, buying an estimated $929K and bringing the position to 38,892 shares worth $2.07M. The position accounts for 0.05% of the portfolio, ranked #226.

SteelPeak Wealth first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.2M in Q3 2023. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

SteelPeak Wealth held 38,892 shares of State Street Energy Select Sector SPDR ETF worth $2.07M as of Q2 2026.
SteelPeak Wealth bought 16,247 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $929K.
State Street Energy Select Sector SPDR ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #226 holding.
SteelPeak Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
SteelPeak Wealth's State Street Energy Select Sector SPDR ETF position peaked at $3.2M in Q3 2023.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.