Summit Financial Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Summit Financial Strategies's XLE Position: Q2 2026 in Review
Summit Financial Strategies increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q2 2026, buying an estimated $9.38K and bringing the position to 6,440 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #121.
Summit Financial Strategies first reported a position in XLE in Q2 2022 and has held it in 11 quarters since. The position peaked at $384K in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Summit Financial Strategies held 6,440 shares of State Street Energy Select Sector SPDR ETF worth $342K as of Q2 2026.
- Summit Financial Strategies bought 164 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $9.38K.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #121 holding.
- Summit Financial Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 11 quarters since.
- Summit Financial Strategies's State Street Energy Select Sector SPDR ETF position peaked at $384K in Q1 2026.
- 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.