Wealth Enhancement Advisory Services
XLE icon

Wealth Enhancement Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63M Buy
+30,000
New +$1.72M ﹤0.01% 1715
2025
Q1 		– Sell
-80,200
Closed -$345K – 3186
2024
Q4 		$345K Sell
80,200
-20,000
-20% -$909K ﹤0.01% 2263
2024
Q3 		$485K Buy
100,200
+100,000
+50,000% +$4.47M ﹤0.01% 1852
2024
Q2 		$418 Buy
+200
New +$9.31K ﹤0.01% 2604

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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. 700 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.
  • 700 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.