Wealthedge Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wealthedge Investment Advisors’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	$260K	Sell	4,891 -51	-1%	-$2.92K	0.09%	125
2026 Q1	$303K	Buy	4,942 +31	+0.6%	+$1.66K	0.11%	114
2025 Q4	$220K	Buy	4,911 +41	+0.8%	+$1.83K	0.08%	123
2025 Q3	$218K	Sell	4,870 -396	-8%	-$17.3K	0.08%	121
2025 Q2	$223K	Buy	5,266 +34	+0.6%	+$1.42K	0.09%	129
2025 Q1	$245K	Buy	5,232 +38	+0.7%	+$1.71K	0.11%	139
2024 Q4	$222K	Buy	+5,194	New	+$236K	0.1%	142

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wealthedge Investment Advisors's XLE Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1% in Q2 2026, selling an estimated $2.92K and leaving 4,891 shares worth $260K. The position accounts for 0.09% of the portfolio, ranked #125.

Wealthedge Investment Advisors first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $303K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wealthedge Investment Advisors held 4,891 shares of State Street Energy Select Sector SPDR ETF worth $260K as of Q2 2026.
Wealthedge Investment Advisors sold 51 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.92K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #125 holding.
Wealthedge Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $303K in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.