Vermillion 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
$32.8K Buy
618
+5
+0.8% +$286 0.01% 740
2026
Q1
$37.5K Buy
613
+4
+0.7% +$215 0.01% 235
2025
Q4
$27.2K Sell
609
-47
-7% -$2.09K 0.01% 259
2025
Q3
$29.3K Buy
656
+6
+0.9% +$263 0.01% 738
2025
Q2
$27.6K Sell
650
-120
-16% -$5K 0.01% 235
2025
Q1
$36K Buy
770
+6
+0.8% +$271 0.01% 578
2024
Q4
$32.7K Buy
+764
New +$34.7K 0.02% 215

Other funds holding XLE

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

Vermillion Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.82% in Q2 2026, buying an estimated $286 and bringing the position to 618 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #740.

Vermillion Wealth Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.5K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Vermillion Wealth Management held 618 shares of State Street Energy Select Sector SPDR ETF worth $32.8K as of Q2 2026.
  • Vermillion Wealth Management bought 5 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $286.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #740 holding.
  • Vermillion Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $37.5K in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.