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

Wealthcare Capital 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	$582K	Buy	10,963 +208	+2%	+$11.9K	0.24%	86
2026 Q1	$659K	Buy	10,755 +167	+2%	+$8.96K	0.31%	63
2025 Q4	$473K	Sell	10,588 -320	-3%	-$14.3K	0.22%	89
2025 Q3	$487K	Buy	10,908 +52	+0.5%	+$2.28K	0.22%	81
2025 Q2	$460K	Buy	10,856 +104	+1%	+$4.33K	0.23%	78
2025 Q1	$502K	Buy	10,752 +516	+5%	+$23.3K	0.26%	64
2024 Q4	$438K	Buy	+10,236	New	+$465K	0.23%	69

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Wealthcare Capital Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q2 2026, buying an estimated $11.9K and bringing the position to 10,963 shares worth $582K. The position accounts for 0.24% of the portfolio, ranked #86.

Wealthcare Capital Partners first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $659K in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wealthcare Capital Partners held 10,963 shares of State Street Energy Select Sector SPDR ETF worth $582K as of Q2 2026.
Wealthcare Capital Partners bought 208 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.9K.
State Street Energy Select Sector SPDR ETF made up 0.24% of Wealthcare Capital Partners's portfolio in Q2 2026, its #86 holding.
Wealthcare Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $659K in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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