Vision Financial Markets’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
$25.7K Buy
487
+1
+0.2% +$57 0.02% 176
2026
Q1
$29.8K Hold
486
0.03% 147
2025
Q4
$21.7K Hold
486
0.02% 165
2025
Q3
$21.6K Buy
486
+2
+0.4% +$88 0.02% 186
2025
Q2
$20.5K Hold
484
0.02% 182
2025
Q1
$22.5K Buy
484
+2
+0.4% +$90 0.02% 160
2024
Q4
$20.6K Buy
+482
New +$21.9K 0.02% 143

Other funds holding XLE

Vision Financial Markets's XLE Position: Q2 2026 in Review

Vision Financial Markets increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.21% in Q2 2026, buying an estimated $57 and bringing the position to 487 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #176.

Vision Financial Markets first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.8K in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Vision Financial Markets held 487 shares of State Street Energy Select Sector SPDR ETF worth $25.7K as of Q2 2026.
  • Vision Financial Markets bought 1 State Street Energy Select Sector SPDR ETF share in Q2 2026, an estimated $57.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #176 holding.
  • Vision Financial Markets first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's State Street Energy Select Sector SPDR ETF position peaked at $29.8K in Q1 2026.
  • 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.