Wealthcare Advisory Partners’s State Street Energy Select Sector SPDR Premium Income ETF XLEI Stock Holding History

Wealthcare Advisory Partners’s Portfolio XLEI Stock Details XLEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.03M	Buy	73,930 +3,613	+5%	+$98.2K	0.03%	392
2026 Q2	$1.77M	Buy	70,317 +3,063	+5%	+$81.2K	0.03%	384
2026 Q1	$1.9M	Buy	+67,254	New	+$1.76M	0.04%	380

Other funds holding XLEI

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

Wealthcare Advisory Partners's XLEI Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its State Street Energy Select Sector SPDR Premium Income ETF (XLEI) stake by 5.1% in Q3 2026, buying an estimated $98.2K and bringing the position to 73,930 shares worth $2.03M. The position accounts for 0.03% of the portfolio, ranked #392.

Wealthcare Advisory Partners first reported a position in XLEI in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold XLEI as of Q3 2026.

Wealthcare Advisory Partners held 73,930 shares of State Street Energy Select Sector SPDR Premium Income ETF worth $2.03M as of Q3 2026.
Wealthcare Advisory Partners bought 3,613 State Street Energy Select Sector SPDR Premium Income ETF shares in Q3 2026, an estimated $98.2K.
State Street Energy Select Sector SPDR Premium Income ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #392 holding.
Wealthcare Advisory Partners first reported a position in State Street Energy Select Sector SPDR Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
10 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR Premium Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.