Uniting Wealth Partners’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
$259K Buy
4,872
+609
+14% +$34.8K 0.05% 167
2026
Q1
$261K Buy
+4,263
New +$229K 0.06% 165

Other funds holding XLE

Uniting Wealth Partners's XLE Position: Q2 2026 in Review

Uniting Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, buying an estimated $34.8K and bringing the position to 4,872 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #167.

Uniting Wealth Partners first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $261K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Uniting Wealth Partners held 4,872 shares of State Street Energy Select Sector SPDR ETF worth $259K as of Q2 2026.
  • Uniting Wealth Partners bought 609 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $34.8K.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Uniting Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • Uniting Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Uniting Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $261K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.