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

Towerpoint Wealth’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	$579K	Buy	10,906 +448	+4%	+$25.6K	0.2%	64
2026 Q1	$641K	Buy	10,458 +211	+2%	+$11.3K	0.26%	55
2025 Q4	$458K	Sell	10,247 -1	-0%	-$45	0.18%	61
2025 Q3	$458K	Buy	10,248 +2	+0%	+$88	0.19%	60
2025 Q2	$434K	Sell	10,246 -18	-0.2%	-$750	0.19%	60
2025 Q1	$480K	Buy	10,264 +20	+0.2%	+$902	0.24%	51
2024 Q4	$439K	Sell	10,244 -2,200	-18%	-$100K	0.21%	52
2024 Q3	$546K	Hold	12,444	–	–	0.26%	49
2024 Q2	$567K	Sell	12,444 -494	-4%	-$23K	0.28%	46
2024 Q1	$611K	Buy	12,938 +2,514	+24%	+$108K	0.31%	45
2023 Q4	$437K	Hold	10,424	–	–	0.24%	53
2023 Q3	$471K	Buy	10,424 +2	+0%	+$88	0.28%	52
2023 Q2	$423K	Hold	10,422	–	–	0.24%	57
2023 Q1	$432K	Hold	10,422	–	–	0.25%	59
2022 Q4	$456K	Sell	10,422 -898	-8%	-$39.1K	0.26%	54
2022 Q3	$408K	Hold	11,320	–	–	0.25%	57
2022 Q2	$405K	Buy	11,320 +24	+0.2%	+$963	0.24%	59
2022 Q1	$432K	Hold	11,296	–	–	0.21%	58
2021 Q4	$313K	Hold	11,296	–	–	0.15%	65
2021 Q3	$294K	Sell	11,296 -2,038	-15%	-$50.5K	0.15%	64
2021 Q2	$359K	Hold	13,334	–	–	0.18%	56
2021 Q1	$327K	Hold	13,334	–	–	0.16%	59
2020 Q4	$253K	Buy	13,334 +2	+0%	+$34	0.13%	62
2020 Q3	$200K	Buy	13,332 +52	+0.4%	+$923	0.11%	62
2020 Q2	$251K	Buy	+13,280	New	+$247K	0.16%	51

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Towerpoint Wealth's XLE Position: Q2 2026 in Review

Towerpoint Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q2 2026, buying an estimated $25.6K and bringing the position to 10,906 shares worth $579K. The position accounts for 0.2% of the portfolio, ranked #64.

Towerpoint Wealth first reported a position in XLE in Q2 2020 and has held it in 25 quarters since. The position peaked at $641K in Q1 2026. 555 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Towerpoint Wealth held 10,906 shares of State Street Energy Select Sector SPDR ETF worth $579K as of Q2 2026.
Towerpoint Wealth bought 448 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $25.6K.
State Street Energy Select Sector SPDR ETF made up 0.2% of Towerpoint Wealth's portfolio in Q2 2026, its #64 holding.
Towerpoint Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Towerpoint Wealth's State Street Energy Select Sector SPDR ETF position peaked at $641K in Q1 2026.
555 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.