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

Wealthstar 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	$1.14M	Buy	21,427 +556	+3%	+$31.8K	0.33%	49
2026 Q1	$1.28M	Buy	20,871 +949	+5%	+$50.9K	0.6%	41
2025 Q4	$891K	Sell	19,922 -150	-0.7%	-$6.68K	0.39%	49
2025 Q3	$897K	Sell	20,072 -396	-2%	-$17.3K	0.35%	59
2025 Q2	$868K	Buy	20,468 +178	+0.9%	+$7.41K	0.33%	57
2025 Q1	$948K	Buy	20,290 +248	+1%	+$11.2K	0.43%	53
2024 Q4	$858K	Buy	+20,042	New	+$911K	0.37%	52
2024 Q2	$2.95M	Buy	64,816 +46,258	+249%	+$2.15M	2.4%	11
2024 Q1	$876K	Sell	18,558 -978	-5%	-$42K	0.3%	48
2023 Q4	$819K	Sell	19,536 -372	-2%	-$15.9K	0.13%	52
2023 Q3	$900K	Sell	19,908 -594	-3%	-$26K	0.35%	33
2023 Q2	$832K	Sell	20,502 -786	-4%	-$32K	0.35%	34
2023 Q1	$882K	Buy	21,288 +386	+2%	+$16.5K	0.33%	34
2022 Q4	$914K	Buy	20,902 +416	+2%	+$18.1K	0.42%	31
2022 Q3	$734K	Sell	20,486 -582	-3%	-$22K	0.35%	35
2022 Q2	$747K	Buy	21,068 +620	+3%	+$24.9K	0.29%	45
2022 Q1	$801K	Buy	20,448 +3,514	+21%	+$122K	0.3%	45
2021 Q4	$471K	Buy	16,934 +7,804	+85%	+$221K	0.16%	52
2021 Q3	$237K	Buy	9,130 +1,580	+21%	+$39.1K	0.07%	77
2021 Q2	$201K	Buy	+7,550	New	+$196K	0.06%	99

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

Wealthstar Advisors's XLE Position: Q2 2026 in Review

Wealthstar Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q2 2026, buying an estimated $31.8K and bringing the position to 21,427 shares worth $1.14M. The position accounts for 0.33% of the portfolio, ranked #49.

Wealthstar Advisors first reported a position in XLE in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.95M in Q2 2024. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Wealthstar Advisors held 21,427 shares of State Street Energy Select Sector SPDR ETF worth $1.14M as of Q2 2026.
Wealthstar Advisors bought 556 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $31.8K.
State Street Energy Select Sector SPDR ETF made up 0.33% of Wealthstar Advisors's portfolio in Q2 2026, its #49 holding.
Wealthstar Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Wealthstar Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.95M in Q2 2024.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.