True Wealth Design’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
$15.9K Hold
300
﹤0.01% 901
2026
Q1
$18.4K Buy
+300
New +$16.1K 0.01% 750

Other funds holding XLE

True Wealth Design's XLE Position: Q2 2026 in Review

True Wealth Design held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 300 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

True Wealth Design first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.4K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • True Wealth Design held 300 shares of State Street Energy Select Sector SPDR ETF worth $15.9K as of Q2 2026.
  • True Wealth Design left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #901 holding.
  • True Wealth Design first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • True Wealth Design's State Street Energy Select Sector SPDR ETF position peaked at $18.4K 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 True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.