Walser Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Walser Wealth Management's XLE Position: Q2 2026 in Review
Walser Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 963% in Q2 2026, buying an estimated $2.78M and bringing the position to 53,741 shares worth $2.85M. The position accounts for 1.19% of the portfolio, ranked #14.
Walser Wealth Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Walser Wealth Management held 53,741 shares of State Street Energy Select Sector SPDR ETF worth $2.85M as of Q2 2026.
- Walser Wealth Management bought 48,686 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.78M.
- State Street Energy Select Sector SPDR ETF made up 1.19% of Walser Wealth Management's portfolio in Q2 2026, its #14 holding.
- Walser Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.