Twin Peaks 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
Sell
-431
Closed -$26.4K 2254
2026
Q1
$26.4K Buy
+431
New +$23.1K 0.01% 611
2025
Q3
Sell
-432
Closed -$18.3K 2180
2025
Q2
$18.3K Buy
+432
New +$18K 0.01% 636

Other funds holding XLE

Twin Peaks Wealth Advisors's XLE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 431 shares — an estimated $26.4K sold.

Twin Peaks Wealth Advisors first reported a position in XLE in Q2 2025 and held it in 2 quarters. The position peaked at $26.4K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 431 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $26.4K.
  • Twin Peaks Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $26.4K 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 Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.