Waverly Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Waverly Advisors's XLE Position: Q2 2026 in Review
Waverly Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9% in Q2 2026, selling an estimated $1.48M and leaving 260,263 shares worth $13.8M. The position accounts for 0.08% of the portfolio, ranked #233.
Waverly Advisors first reported a position in XLE in Q3 2013 and has held it in 16 quarters since. The position peaked at $17.5M in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Waverly Advisors held 260,263 shares of State Street Energy Select Sector SPDR ETF worth $13.8M as of Q2 2026.
- Waverly Advisors sold 25,806 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.48M.
- State Street Energy Select Sector SPDR ETF made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #233 holding.
- Waverly Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2013 and has held it in 16 quarters since.
- Waverly Advisors's State Street Energy Select Sector SPDR ETF position peaked at $17.5M in Q1 2026.
- 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.