WP
XLEI

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

WealthShield 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
Q2 		– Sell
-1,240
Closed -$35.1K – 618
2026
Q1 		$35.1K Buy
+1,240
New +$32.5K ﹤0.01% 468

Other funds holding XLEI

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

WealthShield Partners's XLEI Position: Q2 2026 in Review

WealthShield Partners sold out of State Street Energy Select Sector SPDR Premium Income ETF (XLEI) in Q2 2026, closing a stake of 1,240 shares — an estimated $35.1K sold.

WealthShield Partners first reported a position in XLEI in Q1 2026 and held it in 1 quarter. The position peaked at $35.1K in Q1 2026. 9 funds tracked by Wall St. Rank hold XLEI as of Q2 2026.

  • WealthShield Partners reported no remaining State Street Energy Select Sector SPDR Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 1,240 State Street Energy Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $35.1K.
  • WealthShield Partners first reported a position in State Street Energy Select Sector SPDR Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • WealthShield Partners's State Street Energy Select Sector SPDR Premium Income ETF position peaked at $35.1K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR Premium Income ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.