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

Strategic Wealth Partners’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
2026
Q2 		$378K Buy
7,108
+291
+4% +$16.6K 0.02% 229
2026
Q1 		$418K Buy
6,817
+53
+0.8% +$2.84K 0.03% 213
2025
Q4 		$302K Sell
6,764
-578
-8% -$25.7K 0.02% 266
2025
Q3 		$328K Sell
7,342
-2,116
-22% -$92.6K 0.02% 275
2025
Q2 		$401K Buy
+9,458
New +$394K 0.03% 239
2024
Q4 		$415K Buy
9,256
+1,438
+18% +$65.3K 0.03% 225
2024
Q3 		$343K Sell
7,818
-982
-11% -$43.9K 0.03% 237
2024
Q2 		$401K Sell
8,800
-596
-6% -$27.8K 0.04% 215
2024
Q1 		$444K Buy
9,396
+800
+9% +$34.4K 0.05% 203
2023
Q4 		$360K Buy
8,596
+894
+12% +$38.2K 0.04% 215
2023
Q3 		$348K Hold
7,702
– – 0.05% 233
2023
Q2 		$313K Sell
7,702
-1,000
-11% -$40.7K 0.04% 244
2023
Q1 		$360K Sell
8,702
-384
-4% -$16.4K 0.06% 199
2022
Q4 		$397K Sell
9,086
-3,024
-25% -$132K 0.07% 187
2022
Q3 		$436K Buy
12,110
+2,510
+26% +$94.9K 0.09% 183
2022
Q2 		$343K Sell
9,600
-156
-2% -$6.26K 0.07% 185
2022
Q1 		$373K Buy
9,756
+1,828
+23% +$63.3K 0.07% 195
2021
Q4 		$220K Buy
+7,928
New +$224K 0.04% 261
2018
Q4 		– Sell
-1,230
Closed -$47K – 719
2018
Q3 		$47K Hold
1,230
– – 0.03% 236
2018
Q2 		$47K Sell
1,230
-28
-2% -$1.04K 0.03% 264
2018
Q1 		$42K Hold
1,258
– – 0.02% 258
2017
Q4 		$45K Buy
+1,258
New +$43.3K 0.03% 230

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Strategic Wealth Partners's XLE Position: Q2 2026 in Review

Strategic Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q2 2026, buying an estimated $16.6K and bringing the position to 7,108 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #229.

Strategic Wealth Partners first reported a position in XLE in Q4 2017 and has held it in 22 quarters since. The position peaked at $444K in Q1 2024. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Strategic Wealth Partners held 7,108 shares of State Street Energy Select Sector SPDR ETF worth $378K as of Q2 2026.
  • Strategic Wealth Partners bought 291 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $16.6K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #229 holding.
  • Strategic Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 22 quarters since.
  • Strategic Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $444K in Q1 2024.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.