Wagner Wealth Management (South Carolina)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.7K	Sell	767 -346	-31%	-$19.8K	0.01%	191
2026 Q1	$68.2K	Buy	1,113 +145	+15%	+$7.78K	0.01%	179
2025 Q4	$43.3K	Buy	968 +420	+77%	+$18.7K	0.01%	183
2025 Q3	$24.5K	Buy	548 +400	+270%	+$17.5K	0.01%	183
2025 Q2	$6.26K	Buy	148 +2	+1%	+$83	﹤0.01%	207
2025 Q1	$6.83K	Hold	146	–	–	﹤0.01%	200
2024 Q4	$6.22K	Buy	146 +2	+1%	+$91	﹤0.01%	199
2024 Q3	$6.32K	Sell	144 -1,356	-90%	-$60.6K	﹤0.01%	193
2024 Q2	$68.4K	Sell	1,500 -122	-8%	-$5.68K	0.02%	161
2024 Q1	$76.6K	Sell	1,622 -694	-30%	-$29.8K	0.02%	147
2023 Q4	$97.1K	Hold	2,316	–	–	0.03%	138
2023 Q3	$105K	Buy	2,316 +690	+42%	+$30.2K	0.04%	123
2023 Q2	$66K	Buy	1,626 +130	+9%	+$5.29K	0.03%	136
2023 Q1	$62K	Sell	1,496 -948	-39%	-$40.5K	0.03%	141
2022 Q4	$107K	Buy	2,444 +138	+6%	+$6.01K	0.07%	130
2022 Q3	$83K	Sell	2,306 -146	-6%	-$5.52K	0.06%	163
2022 Q2	$88K	Buy	2,452 +390	+19%	+$15.6K	0.07%	159
2022 Q1	$79K	Buy	2,062 +996	+93%	+$34.5K	0.06%	144
2021 Q4	$30K	Hold	1,066	–	–	0.02%	329
2021 Q3	$31K	Buy	1,066 +400	+60%	+$9.91K	0.02%	316
2021 Q2	$18K	Buy	666 +186	+39%	+$4.84K	0.01%	409
2021 Q1	$12K	Sell	480 -46	-9%	-$1.06K	0.01%	448
2020 Q4	$10K	Buy	+526	New	+$9.06K	0.01%	185
2018 Q3	$418K	Sell	11,050 -5,258	-32%	-$197K	0.28%	79
2018 Q2	$619K	Buy	16,308 +7,064	+76%	+$262K	0.45%	56
2018 Q1	$312K	Buy	9,244 +282	+3%	+$9.98K	0.24%	89
2017 Q4	$344K	Buy	+8,962	New	+$308K	0.26%	79

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XLE Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 31% in Q2 2026, selling an estimated $19.8K and leaving 767 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #191.

Wagner Wealth Management (South Carolina) first reported a position in XLE in Q4 2017 and has held it in 27 quarters since. The position peaked at $619K in Q2 2018. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wagner Wealth Management (South Carolina) held 767 shares of State Street Energy Select Sector SPDR ETF worth $40.7K as of Q2 2026.
Wagner Wealth Management (South Carolina) sold 346 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $19.8K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #191 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 27 quarters since.
Wagner Wealth Management (South Carolina)'s State Street Energy Select Sector SPDR ETF position peaked at $619K in Q2 2018.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.