Waterway Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Waterway Wealth Management's XLE Position: Q2 2026 in Review
Waterway Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,464 shares — an estimated $212K sold.
Waterway Wealth Management first reported a position in XLE in Q4 2023 and held it in 2 quarters. The position peaked at $304K in Q4 2023. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Waterway Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
- Waterway Wealth Management sold 3,464 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $212K.
- Waterway Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
- Waterway Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $304K in Q4 2023.
- 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.