Wealth Enhancement Advisory Services’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
$18M Sell
331,212
-1,469
-0.4% -$84K 0.03% 473
2026
Q1
$0 Sell
332,681
-164,856
-33% -$8.84M ﹤0.01% 3888
2025
Q4
$22.7M Buy
497,537
+39,545
+9% +$1.76M 0.03% 445
2025
Q3
$20.5M Buy
457,992
+5,572
+1% +$244K 0.03% 447
2025
Q2
$19.7M Sell
452,420
-8,516
-2% -$355K 0.03% 427
2025
Q1
$21.5M Buy
460,936
+9,532
+2% +$430K 0.04% 373
2024
Q4
$19.3M Buy
451,404
+141,854
+46% +$6.45M 0.04% 381
2024
Q3
$13.6M Sell
309,550
-17,416
-5% -$779K 0.03% 443
2024
Q2
$14.9M Buy
326,966
+85,922
+36% +$4M 0.04% 391
2024
Q1
$11.4M Sell
241,044
-1,628
-0.7% -$69.9K 0.03% 439
2023
Q4
$10.2M Buy
242,672
+4,902
+2% +$210K 0.03% 429
2023
Q3
$10.7M Buy
237,770
+229,692
+2,843% +$10.1M 0.04% 390
2023
Q2
$328K Sell
8,078
-1,756
-18% -$71.5K ﹤0.01% 420
2023
Q1
$407K Buy
9,834
+2,020
+26% +$86.4K ﹤0.01% 405
2022
Q4
$348K Sell
7,814
-52
-0.7% -$2.26K ﹤0.01% 287
2022
Q3
$322K Buy
7,866
+698
+10% +$26.4K ﹤0.01% 293
2022
Q2
$254K Buy
7,168
+852
+13% +$34.2K ﹤0.01% 314
2022
Q1
$244K Sell
6,316
-886
-12% -$30.7K ﹤0.01% 297
2021
Q4
$241K Buy
+7,202
New +$203K ﹤0.01% 285

Other funds holding XLE

Wealth Enhancement Advisory Services's XLE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.44% in Q2 2026, selling an estimated $84K and leaving 331,212 shares worth $18M. The position accounts for 0.03% of the portfolio, ranked #473.

Wealth Enhancement Advisory Services first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.7M in Q4 2025. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 331,212 shares of State Street Energy Select Sector SPDR ETF worth $18M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,469 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $84K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #473 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $22.7M in Q4 2025.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.