WCG Wealth 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
$2.11M Buy
39,778
+1,926
+5% +$110K 0.05% 296
2026
Q1
$2.32M Buy
37,852
+9,670
+34% +$519K 0.06% 247
2025
Q4
$1.26M Buy
+28,182
New +$1.25M 0.04% 329
2024
Q4
– Sell
-23,032
Closed -$1.01M – 326
2024
Q3
$1.01M Buy
+23,032
New +$1.03M 0.07% 220
2023
Q2
– Sell
-95,768
Closed -$3.97M – 187
2023
Q1
$3.97M Buy
95,768
+8,018
+9% +$343K 0.51% 50
2022
Q4
$3.84M Buy
87,750
+11,824
+16% +$515K 0.53% 51
2022
Q3
$3.01M Sell
75,926
-3,798
-5% -$144K 0.4% 57
2022
Q2
$2.85M Buy
+79,724
New +$3.2M 0.4% 59

Other funds holding XLE

WCG Wealth Advisors's XLE Position: Q2 2026 in Review

WCG Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.1% in Q2 2026, buying an estimated $110K and bringing the position to 39,778 shares worth $2.11M. The position accounts for 0.05% of the portfolio, ranked #296.

WCG Wealth Advisors first reported a position in XLE in Q2 2022 and has held it in 8 quarters since. The position peaked at $3.97M in Q1 2023. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • WCG Wealth Advisors held 39,778 shares of State Street Energy Select Sector SPDR ETF worth $2.11M as of Q2 2026.
  • WCG Wealth Advisors bought 1,926 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • WCG Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 8 quarters since.
  • WCG Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.97M in Q1 2023.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.