Wealthspan Partners’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
Sell
-3,506
Closed -$215K 133
2026
Q1
$215K Buy
+3,506
New +$188K 0.08% 118
2025
Q4
Sell
-5,578
Closed -$249K 130
2025
Q3
$249K Sell
5,578
-580
-9% -$25.4K 0.1% 108
2025
Q2
$261K Sell
6,158
-622
-9% -$25.9K 0.11% 100
2025
Q1
$317K Buy
6,780
+4
+0.1% +$180 0.15% 86
2024
Q4
$290K Sell
6,776
-208
-3% -$9.45K 0.14% 90
2024
Q3
$307K Sell
6,984
-394
-5% -$17.6K 0.15% 86
2024
Q2
$336K Sell
7,378
-454
-6% -$21.1K 0.19% 75
2024
Q1
$370K Sell
7,832
-548
-7% -$23.5K 0.22% 69
2023
Q4
$351K Sell
8,380
-144
-2% -$6.16K 0.25% 61
2023
Q3
$385K Sell
8,524
-1,058
-11% -$46.3K 0.3% 56
2023
Q2
$389K Sell
9,582
-676
-7% -$27.5K 0.31% 53
2023
Q1
$425K Sell
10,258
-192
-2% -$8.21K 0.36% 51
2022
Q4
$457K Buy
10,450
+1,438
+16% +$62.6K 0.42% 43
2022
Q3
$325K Buy
+9,012
New +$341K 0.34% 48

Other funds holding XLE

Wealthspan Partners's XLE Position: Q2 2026 in Review

Wealthspan Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,506 shares — an estimated $215K sold.

Wealthspan Partners first reported a position in XLE in Q3 2022 and held it in 14 quarters. The position peaked at $457K in Q4 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Wealthspan Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthspan Partners sold 3,506 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
  • Wealthspan Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and held it in 14 quarters.
  • Wealthspan Partners's State Street Energy Select Sector SPDR ETF position peaked at $457K in Q4 2022.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.