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	–	Sell	-10,000	Closed	-$19.8M	–	4245
2026 Q1	$19.8M	Buy	+10,000	New	+$536K	0.04%	402
2024 Q4	–	Sell	-6,200	Closed	-$9.24K	–	3133
2024 Q3	$9.24K	Buy	6,200 +5,200	+520%	+$232K	﹤0.01%	2729
2024 Q2	$313	Sell	1,000 -3,000	-75%	-$140K	﹤0.01%	2609
2024 Q1	$161	Buy	4,000 +3,000	+300%	+$129K	﹤0.01%	2480
2023 Q4	$1.78K	Sell	1,000 -5,200	-84%	-$222K	﹤0.01%	2318
2023 Q3	$4.18K	Buy	+6,200	New	+$271K	﹤0.01%	2228

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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. 692 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.
692 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.