Surience Private Wealth’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
Sell
-68,540
Closed -$4.2M 56
2026
Q1
$4.2M Buy
+68,540
New +$3.68M 4.51% 8
2024
Q3
Sell
-49,426
Closed -$2.25M 42
2024
Q2
$2.25M Buy
+49,426
New +$2.3M 2.9% 16
2023
Q1
Sell
-59,998
Closed -$2.62M 27
2022
Q4
$2.62M Buy
+59,998
New +$2.61M 3.48% 14
2022
Q2
Sell
-154,418
Closed -$5.9M 23
2022
Q1
$5.9M Buy
+154,418
New +$5.35M 5.16% 6

Other funds holding XLE

Surience Private Wealth's XLE Position: Q2 2026 in Review

Surience Private Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 68,540 shares — an estimated $4.2M sold.

Surience Private Wealth first reported a position in XLE in Q1 2022 and held it in 4 quarters. The position peaked at $5.9M in Q1 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Surience Private Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Surience Private Wealth sold 68,540 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.2M.
  • Surience Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
  • Surience Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $5.9M in Q1 2022.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.