WealthGarden F.S.’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WealthGarden F.S.’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	$434K	Buy	8,178 +1,260	+18%	+$72K	0.25%	116
2026 Q1	$424K	Sell	6,918 -983	-12%	-$52.7K	0.29%	99
2025 Q4	$389K	Buy	7,901 +1,537	+24%	+$68.4K	0.26%	101
2025 Q3	$276K	Sell	6,364 -730	-10%	-$32K	0.2%	125
2025 Q2	$309K	Buy	+7,094	New	+$295K	0.26%	100
2025 Q1	–	Sell	-9,434	Closed	-$404K	–	134
2024 Q4	$404K	Sell	9,434 -200	-2%	-$9.09K	0.38%	81
2024 Q3	$423K	Buy	9,634 +1,658	+21%	+$74.1K	0.41%	74
2024 Q2	$363K	Buy	+7,976	New	+$372K	0.38%	80

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

WealthGarden F.S.'s XLE Position: Q2 2026 in Review

WealthGarden F.S. increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q2 2026, buying an estimated $72K and bringing the position to 8,178 shares worth $434K. The position accounts for 0.25% of the portfolio, ranked #116.

WealthGarden F.S. first reported a position in XLE in Q2 2024 and has held it in 8 quarters since. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

WealthGarden F.S. held 8,178 shares of State Street Energy Select Sector SPDR ETF worth $434K as of Q2 2026.
WealthGarden F.S. bought 1,260 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $72K.
State Street Energy Select Sector SPDR ETF made up 0.25% of WealthGarden F.S.'s portfolio in Q2 2026, its #116 holding.
WealthGarden F.S. first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.