Surience Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Surience Private Wealth's XLE Position: Q3 2026 in Review
Surience Private Wealth opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 6,832 shares worth $420K. The stake represents 0.4% of the portfolio and ranks #37 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in XLE as recently as Q1 2026.
Surience Private Wealth first reported a position in XLE in Q1 2022 and has held it in 5 quarters since. The position peaked at $5.9M in Q1 2022. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Surience Private Wealth held 6,832 shares of State Street Energy Select Sector SPDR ETF worth $420K as of Q3 2026.
- State Street Energy Select Sector SPDR ETF was a new Surience Private Wealth position in Q3 2026.
- State Street Energy Select Sector SPDR ETF made up 0.4% of Surience Private Wealth's portfolio in Q3 2026, its #37 holding.
- Surience Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 5 quarters since.
- Surience Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $5.9M in Q1 2022.
- 704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.