Tandem Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Tandem Wealth Advisors's XLE Position: Q2 2026 in Review
Tandem Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.8% in Q2 2026, buying an estimated $52.6K and bringing the position to 16,869 shares worth $896K. The position accounts for 0.36% of the portfolio, ranked #30.
Tandem Wealth Advisors first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $977K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Tandem Wealth Advisors held 16,869 shares of State Street Energy Select Sector SPDR ETF worth $896K as of Q2 2026.
- Tandem Wealth Advisors bought 920 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $52.6K.
- State Street Energy Select Sector SPDR ETF made up 0.36% of Tandem Wealth Advisors's portfolio in Q2 2026, its #30 holding.
- Tandem Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
- Tandem Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $977K in Q1 2026.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.