Wealthcare Advisory Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wealthcare Advisory Partners’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	$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

FMI

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

JMFC

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Wealthcare Advisory Partners's XLE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q2 2026, buying an estimated $71.6K and bringing the position to 89,292 shares worth $4.74M. The position accounts for 0.09% of the portfolio, ranked #184.

Wealthcare Advisory Partners first reported a position in XLE in Q2 2016 and has held it in 34 quarters since. The position peaked at $6.46M in Q2 2024. 510 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wealthcare Advisory Partners held 89,292 shares of State Street Energy Select Sector SPDR ETF worth $4.74M as of Q2 2026.
Wealthcare Advisory Partners bought 1,253 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $71.6K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #184 holding.
Wealthcare Advisory Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and has held it in 34 quarters since.
Wealthcare Advisory Partners's State Street Energy Select Sector SPDR ETF position peaked at $6.46M in Q2 2024.
510 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.