WealthCare Asset Management’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
$11.8M Buy
222,738
+109,948
+97% +$6.29M 4.91% 7
2026
Q1
$6.91M Buy
112,790
+31,572
+39% +$1.69M 7.35% 6
2025
Q4
$7.26M Buy
+81,218
New +$3.62M 4.59% 6

Other funds holding XLE

WealthCare Asset Management's XLE Position: Q2 2026 in Review

WealthCare Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 97% in Q2 2026, buying an estimated $6.29M and bringing the position to 222,738 shares worth $11.8M. The position accounts for 4.91% of the portfolio, ranked #7.

WealthCare Asset Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 2,032 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • WealthCare Asset Management held 222,738 shares of State Street Energy Select Sector SPDR ETF worth $11.8M as of Q2 2026.
  • WealthCare Asset Management bought 109,948 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.29M.
  • State Street Energy Select Sector SPDR ETF made up 4.91% of WealthCare Asset Management's portfolio in Q2 2026, its #7 holding.
  • WealthCare Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,032 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WealthCare Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.