TRB Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
TRB Wealth Management's XLE Position: Q2 2026 in Review
TRB Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q2 2026, selling an estimated $18.6K and leaving 19,044 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #88.
TRB Wealth Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.19M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- TRB Wealth Management held 19,044 shares of State Street Energy Select Sector SPDR ETF worth $1.01M as of Q2 2026.
- TRB Wealth Management sold 325 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $18.6K.
- State Street Energy Select Sector SPDR ETF made up 0.13% of TRB Wealth Management's portfolio in Q2 2026, its #88 holding.
- TRB Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- TRB Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.19M in Q1 2026.
- 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.