Wealth Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wealth Group’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	$312K	Buy	+5,882	New	+$336K	0.08%	94

Other funds holding XLE

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

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

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Wealth Group's XLE Position: Q2 2026 in Review

Wealth Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,882 shares worth $312K. The stake represents 0.08% of the portfolio and ranks #94 among its holdings.

700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wealth Group held 5,882 shares of State Street Energy Select Sector SPDR ETF worth $312K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Wealth Group position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.08% of Wealth Group's portfolio in Q2 2026, its #94 holding.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.