Straight Path Wealth Management’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
$343K Buy
6,460
+489
+8% +$28K 0.08% 89
2026
Q1
$366K Buy
5,971
+22
+0.4% +$1.18K 0.1% 81
2025
Q4
$266K Buy
5,949
+939
+19% +$41.8K 0.07% 105
2025
Q3
$224K Buy
5,010
+28
+0.6% +$1.23K 0.06% 128
2025
Q2
$211K Buy
4,982
+30
+0.6% +$1.25K 0.07% 109
2025
Q1
$231K Buy
4,952
+226
+5% +$10.2K 0.09% 90
2024
Q4
$202K Buy
4,726
+28
+0.6% +$1.27K 0.08% 88
2024
Q3
$206K Buy
4,698
+34
+0.7% +$1.52K 0.09% 93
2024
Q2
$213K Buy
+4,664
New +$217K 0.11% 86

Other funds holding XLE

Straight Path Wealth Management's XLE Position: Q2 2026 in Review

Straight Path Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.2% in Q2 2026, buying an estimated $28K and bringing the position to 6,460 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #89.

Straight Path Wealth Management first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. The position peaked at $366K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Straight Path Wealth Management held 6,460 shares of State Street Energy Select Sector SPDR ETF worth $343K as of Q2 2026.
  • Straight Path Wealth Management bought 489 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $28K.
  • State Street Energy Select Sector SPDR ETF made up 0.08% of Straight Path Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Straight Path Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • Straight Path Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $366K 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 Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.