Waystone Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$356K Buy
6,701
+877
+15% +$50.1K 0.27% 82
2026
Q1
$357K Buy
+5,824
New +$312K 0.32% 77

Other funds holding XLE

Waystone Advisors's XLE Position: Q2 2026 in Review

Waystone Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, buying an estimated $50.1K and bringing the position to 6,701 shares worth $356K. The position accounts for 0.27% of the portfolio, ranked #82.

Waystone Advisors first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $357K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Waystone Advisors held 6,701 shares of State Street Energy Select Sector SPDR ETF worth $356K as of Q2 2026.
  • Waystone Advisors bought 877 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $50.1K.
  • State Street Energy Select Sector SPDR ETF made up 0.27% of Waystone Advisors's portfolio in Q2 2026, its #82 holding.
  • Waystone Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Waystone Advisors's State Street Energy Select Sector SPDR ETF position peaked at $357K in Q1 2026.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.