Trivium Point Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$867K Buy
+16,330
New +$934K 0.08% 199
2024
Q3
– Sell
-34,998
Closed -$1.6M – 350
2024
Q2
$1.6M Buy
+34,998
New +$1.63M 0.24% 114

Other funds holding XLE

Trivium Point Advisory's XLE Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 16,330 shares worth $867K. The stake represents 0.08% of the portfolio and ranks #199 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in XLE as recently as Q2 2024.

Trivium Point Advisory first reported a position in XLE in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.6M in Q2 2024. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Trivium Point Advisory held 16,330 shares of State Street Energy Select Sector SPDR ETF worth $867K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Trivium Point Advisory position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.08% of Trivium Point Advisory's portfolio in Q2 2026, its #199 holding.
  • Trivium Point Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 2 quarters since.
  • Trivium Point Advisory's State Street Energy Select Sector SPDR ETF position peaked at $1.6M in Q2 2024.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.