Targeted Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Targeted Financial Services's XLE Position: Q2 2026 in Review
Targeted Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 29% in Q2 2026, buying an estimated $697K and bringing the position to 54,477 shares worth $2.89M. The position accounts for 2.14% of the portfolio, ranked #7.
Targeted Financial Services first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Targeted Financial Services held 54,477 shares of State Street Energy Select Sector SPDR ETF worth $2.89M as of Q2 2026.
- Targeted Financial Services bought 12,191 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $697K.
- State Street Energy Select Sector SPDR ETF made up 2.14% of Targeted Financial Services's portfolio in Q2 2026, its #7 holding.
- Targeted Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.