Wealthcare Advisory Partners’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
Q3 | $6.34M | Buy |
103,075
+13,783
| +15% | +$835K | 0.11% | 170 |
|
|
2026
Q2 | $4.74M | Buy |
89,292
+1,253
| +1% | +$71.6K | 0.09% | 184 |
|
|
2026
Q1 | $5.39M | Buy |
88,039
+245
| +0.3% | +$13.1K | 0.1% | 171 |
|
|
2025
Q4 | $3.93M | Sell |
87,794
-2,528
| -3% | -$113K | 0.08% | 215 |
|
|
2025
Q3 | $4.03M | Sell |
90,322
-6,108
| -6% | -$267K | 0.08% | 198 |
|
|
2025
Q2 | $4.09M | Sell |
96,430
-7,936
| -8% | -$331K | 0.09% | 178 |
|
|
2025
Q1 | $4.88M | Sell |
104,366
-35,592
| -25% | -$1.6M | 0.13% | 141 |
|
|
2024
Q4 | $5.99M | Buy |
139,958
+11,420
| +9% | +$519K | 0.17% | 115 |
|
|
2024
Q3 | $5.64M | Sell |
128,538
-13,242
| -9% | -$592K | 0.16% | 124 |
|
|
2024
Q2 | $6.46M | Buy |
141,780
+28,038
| +25% | +$1.31M | 0.2% | 88 |
|
|
2024
Q1 | $5.37M | Sell |
113,742
-21,824
| -16% | -$937K | 0.18% | 103 |
|
|
2023
Q4 | $5.68M | Buy |
135,566
+10,522
| +8% | +$450K | 0.23% | 77 |
|
|
2023
Q3 | $5.65M | Buy |
125,044
+46,648
| +60% | +$2.04M | 0.26% | 73 |
|
|
2023
Q2 | $3.18M | Buy |
78,396
+11,238
| +17% | +$458K | 0.14% | 122 |
|
|
2023
Q1 | $2.78M | Buy |
67,158
+9,428
| +16% | +$403K | 0.12% | 141 |
|
|
2022
Q4 | $2.52M | Buy |
57,730
+7,086
| +14% | +$308K | 0.12% | 141 |
|
|
2022
Q3 | $1.82M | Buy |
50,644
+6,342
| +14% | +$240K | 0.1% | 147 |
|
|
2022
Q2 | $1.58M | Buy |
44,302
+15,156
| +52% | +$608K | 0.1% | 143 |
|
|
2022
Q1 | $1.11M | Buy |
29,146
+5,932
| +26% | +$205K | 0.07% | 175 |
|
|
2021
Q4 | $644K | Buy |
23,214
+3,642
| +19% | +$103K | 0.04% | 269 |
|
|
2021
Q3 | $510K | Sell |
19,572
-3,280
| -14% | -$81.3K | 0.03% | 308 |
|
|
2021
Q2 | $616K | Buy |
22,852
+4,930
| +28% | +$128K | 0.04% | 273 |
|
|
2021
Q1 | $440K | Buy |
+17,922
| New | +$413K | 0.03% | 316 |
|
|
2020
Q2 | – | Sell |
-30,710
| Closed | -$446K | – | 1380 |
|
|
2020
Q1 | $446K | Buy |
30,710
+27,918
| +1,000% | +$662K | 0.07% | 165 |
|
|
2019
Q4 | $84K | Sell |
2,792
-378
| -12% | -$11.2K | 0.01% | 438 |
|
|
2019
Q3 | $94K | Sell |
3,170
-1,640
| -34% | -$49.6K | 0.01% | 409 |
|
|
2019
Q2 | $153K | Buy |
4,810
+30
| +0.6% | +$961 | 0.02% | 309 |
|
|
2019
Q1 | $158K | Sell |
4,780
-98
| -2% | -$3.15K | 0.03% | 270 |
|
|
2018
Q4 | $140K | Buy |
4,878
+2
| +0% | +$67 | 0.03% | 261 |
|
|
2018
Q3 | $185K | Buy |
4,876
+2,602
| +114% | +$97.6K | 0.03% | 233 |
|
|
2018
Q2 | $86K | Buy |
2,274
+1,308
| +135% | +$48.6K | 0.02% | 363 |
|
|
2018
Q1 | $33K | Sell |
966
-688
| -42% | -$24.4K | 0.01% | 475 |
|
|
2017
Q4 | $60K | Buy |
1,654
+1,388
| +522% | +$47.8K | 0.02% | 344 |
|
|
2017
Q3 | $9K | Buy |
+266
| New | +$8.65K | ﹤0.01% | 574 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$7K | – | 138 |
|
|
2016
Q2 | $7K | Buy |
+200
| New | +$6.6K | ﹤0.01% | 86 |
|
Other funds holding XLE
AIM
Wealthcare Advisory Partners's XLE Position: Q3 2026 in Review
Wealthcare Advisory Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q3 2026, buying an estimated $835K and bringing the position to 103,075 shares worth $6.34M. The position accounts for 0.11% of the portfolio, ranked #170.
Wealthcare Advisory Partners first reported a position in XLE in Q2 2016 and has held it in 35 quarters since. The position peaked at $6.46M in Q2 2024. 1,384 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Wealthcare Advisory Partners held 103,075 shares of State Street Energy Select Sector SPDR ETF worth $6.34M as of Q3 2026.
- Wealthcare Advisory Partners bought 13,783 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $835K.
- State Street Energy Select Sector SPDR ETF made up 0.11% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #170 holding.
- Wealthcare Advisory Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and has held it in 35 quarters since.
- Wealthcare Advisory Partners's State Street Energy Select Sector SPDR ETF position peaked at $6.46M in Q2 2024.
- 1,384 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.