VCI Wealth Management’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
$236K Buy
4,443
+167
+4% +$9.55K 0.06% 91
2026
Q1
$262K Sell
4,276
-2,025
-32% -$109K 0.07% 116
2025
Q4
$282K Buy
+6,301
New +$281K 0.08% 101
2025
Q1
Sell
-10,308
Closed -$441K 110
2024
Q4
$441K Buy
10,308
+2,208
+27% +$100K 0.19% 79
2024
Q3
$356K Sell
8,100
-9,044
-53% -$404K 0.16% 88
2024
Q2
$781K Buy
+17,144
New +$799K 0.39% 64

Other funds holding XLE

VCI Wealth Management's XLE Position: Q2 2026 in Review

VCI Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.9% in Q2 2026, buying an estimated $9.55K and bringing the position to 4,443 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #91.

VCI Wealth Management first reported a position in XLE in Q2 2024 and has held it in 6 quarters since. The position peaked at $781K in Q2 2024. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • VCI Wealth Management held 4,443 shares of State Street Energy Select Sector SPDR ETF worth $236K as of Q2 2026.
  • VCI Wealth Management bought 167 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $9.55K.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of VCI Wealth Management's portfolio in Q2 2026, its #91 holding.
  • VCI Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 6 quarters since.
  • VCI Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $781K in Q2 2024.
  • 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.