Strategies Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Strategies Wealth Advisors's XLE Position: Q2 2026 in Review
Strategies Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, buying an estimated $48.6K and bringing the position to 6,725 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #144.
Strategies Wealth Advisors first reported a position in XLE in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.43M in Q2 2023. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Strategies Wealth Advisors held 6,725 shares of State Street Energy Select Sector SPDR ETF worth $357K as of Q2 2026.
- Strategies Wealth Advisors bought 850 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $48.6K.
- State Street Energy Select Sector SPDR ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #144 holding.
- Strategies Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
- Strategies Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.43M in Q2 2023.
- 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.