Wealth Management Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Wealth Management Associates's XLE Position: Q2 2026 in Review
Wealth Management Associates increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.4% in Q2 2026, buying an estimated $83.5K and bringing the position to 16,972 shares worth $901K. The position accounts for 0.25% of the portfolio, ranked #72.
Wealth Management Associates first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $950K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Wealth Management Associates held 16,972 shares of State Street Energy Select Sector SPDR ETF worth $901K as of Q2 2026.
- Wealth Management Associates bought 1,460 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $83.5K.
- State Street Energy Select Sector SPDR ETF made up 0.25% of Wealth Management Associates's portfolio in Q2 2026, its #72 holding.
- Wealth Management Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
- Wealth Management Associates's State Street Energy Select Sector SPDR ETF position peaked at $950K in Q1 2026.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.