VSM Wealth Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
VSM Wealth Advisory's XLE Position: Q2 2026 in Review
VSM Wealth Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.3% in Q2 2026, buying an estimated $23.7K and bringing the position to 6,995 shares worth $371K. The position accounts for 0.1% of the portfolio, ranked #84.
VSM Wealth Advisory first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- VSM Wealth Advisory held 6,995 shares of State Street Energy Select Sector SPDR ETF worth $371K as of Q2 2026.
- VSM Wealth Advisory bought 415 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $23.7K.
- State Street Energy Select Sector SPDR ETF made up 0.1% of VSM Wealth Advisory's portfolio in Q2 2026, its #84 holding.
- VSM Wealth Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- VSM Wealth Advisory's State Street Energy Select Sector SPDR ETF position peaked at $403K in Q1 2026.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.