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Unique Wealth Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Unique Wealth Strategies’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$594K Buy
11,187
+479
+4% +$27.4K 0.22% 139
2026
Q1 		$656K Sell
10,708
-432
-4% -$23.2K 0.27% 95
2025
Q4 		$498K Sell
11,140
-644
-5% -$28.7K 0.19% 157
2025
Q3 		$526K Sell
11,784
-168
-1% -$7.36K 0.2% 158
2025
Q2 		$507K Buy
11,952
+612
+5% +$25.5K 0.21% 148
2025
Q1 		$530K Buy
11,340
+128
+1% +$5.77K 0.24% 119
2024
Q4 		$480K Buy
11,212
+482
+4% +$21.9K 0.21% 151
2024
Q3 		$471K Buy
10,730
+506
+5% +$22.6K 0.2% 153
2024
Q2 		$483K Hold
10,224
– – 0.23% 128
2024
Q1 		$483K Buy
+10,224
New +$439K 0.24% 128

Other funds holding XLE

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Unique Wealth Strategies's XLE Position: Q2 2026 in Review

Unique Wealth Strategies increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.5% in Q2 2026, buying an estimated $27.4K and bringing the position to 11,187 shares worth $594K. The position accounts for 0.22% of the portfolio, ranked #139.

Unique Wealth Strategies first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $656K in Q1 2026. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Unique Wealth Strategies held 11,187 shares of State Street Energy Select Sector SPDR ETF worth $594K as of Q2 2026.
  • Unique Wealth Strategies bought 479 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $27.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.22% of Unique Wealth Strategies's portfolio in Q2 2026, its #139 holding.
  • Unique Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Unique Wealth Strategies's State Street Energy Select Sector SPDR ETF position peaked at $656K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.