Tradition Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Tradition Wealth Management's XLE Position: Q3 2026 in Review
Tradition Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.1% in Q3 2026, buying an estimated $424 and bringing the position to 6,680 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #356.
Tradition Wealth Management first reported a position in XLE in Q4 2020 and has held it in 24 quarters since. The position peaked at $574K in Q1 2022. 1,680 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Tradition Wealth Management held 6,680 shares of State Street Energy Select Sector SPDR ETF worth $411K as of Q3 2026.
- Tradition Wealth Management bought 7 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $424.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Tradition Wealth Management's portfolio in Q3 2026, its #356 holding.
- Tradition Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
- Tradition Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $574K in Q1 2022.
- 1,680 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.