Tulsa Wealth Advisors’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
$294K Sell
5,528
-2
-0% -$114 0.04% 138
2026
Q1
$339K Buy
+5,530
New +$297K 0.06% 118

Other funds holding XLE

Tulsa Wealth Advisors's XLE Position: Q2 2026 in Review

Tulsa Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.04% in Q2 2026, selling an estimated $114 and leaving 5,528 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #138.

Tulsa Wealth Advisors first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $339K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Tulsa Wealth Advisors held 5,528 shares of State Street Energy Select Sector SPDR ETF worth $294K as of Q2 2026.
  • Tulsa Wealth Advisors sold 2 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $114.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Tulsa Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Tulsa Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $339K 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 Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.