Wealth Preservation Advisors’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
Sell
-250
Closed -$15.3K 958
2026
Q1
$15.3K Sell
250
-148
-37% -$7.94K 0.01% 349
2025
Q4
$17.8K Hold
398
0.01% 269
2025
Q3
$17.8K Hold
398
0.01% 257
2025
Q2
$16.9K Sell
398
-268
-40% -$11.2K 0.01% 257
2025
Q1
$31.1K Buy
+666
New +$30K 0.02% 214

Other funds holding XLE

Wealth Preservation Advisors's XLE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 250 shares — an estimated $15.3K sold.

Wealth Preservation Advisors first reported a position in XLE in Q1 2025 and held it in 5 quarters. The position peaked at $31.1K in Q1 2025. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 250 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $15.3K.
  • Wealth Preservation Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's State Street Energy Select Sector SPDR ETF position peaked at $31.1K in Q1 2025.
  • 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.