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

Summit 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	$726K	Sell	13,667 -46,238	-77%	-$2.64M	0.1%	140
2026 Q1	$3.67M	Buy	59,905 +52,902	+755%	+$2.84M	0.58%	45
2025 Q4	$313K	Sell	7,003 -193	-3%	-$8.6K	0.06%	163
2025 Q3	$321K	Buy	7,196 +28	+0.4%	+$1.23K	0.06%	176
2025 Q2	$304K	Buy	7,168 +166	+2%	+$6.91K	0.06%	176
2025 Q1	$327K	Buy	+7,002	New	+$316K	0.07%	166

Other funds holding XLE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

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

Summit Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 77% in Q2 2026, selling an estimated $2.64M and leaving 13,667 shares worth $726K. The position accounts for 0.1% of the portfolio, ranked #140.

Summit Wealth Partners first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.67M in Q1 2026. 1,113 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Summit Wealth Partners held 13,667 shares of State Street Energy Select Sector SPDR ETF worth $726K as of Q2 2026.
Summit Wealth Partners sold 46,238 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.64M.
State Street Energy Select Sector SPDR ETF made up 0.1% of Summit Wealth Partners's portfolio in Q2 2026, its #140 holding.
Summit Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Summit Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $3.67M in Q1 2026.
1,113 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.