Westmount 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
$305K Hold
5,752
0.07% 208
2026
Q1
$352K Buy
5,752
+52
+0.9% +$2.79K 0.09% 187
2025
Q4
$255K Hold
5,700
0.06% 217
2025
Q3
$255K Hold
5,700
0.07% 215
2025
Q2
$242K Sell
5,700
-780
-12% -$32.5K 0.07% 222
2025
Q1
$303K Buy
6,480
+642
+11% +$28.9K 0.09% 181
2024
Q4
$250K Sell
5,838
-30
-0.5% -$1.36K 0.08% 187
2024
Q3
$258K Buy
5,868
+38
+0.7% +$1.7K 0.08% 183
2024
Q2
$266K Sell
5,830
-206
-3% -$9.6K 0.09% 171
2024
Q1
$285K Sell
6,036
-24
-0.4% -$1.03K 0.1% 166
2023
Q4
$254K Sell
6,060
-176
-3% -$7.53K 0.1% 159
2023
Q3
$282K Sell
6,236
-28
-0.4% -$1.23K 0.12% 154
2023
Q2
$254K Buy
6,264
+136
+2% +$5.54K 0.11% 152
2023
Q1
$254K Buy
6,128
+14
+0.2% +$599 0.12% 152
2022
Q4
$267K Buy
+6,114
New +$266K 0.14% 141

Other funds holding XLE

Westmount Partners's XLE Position: Q2 2026 in Review

Westmount Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 5,752 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #208.

Westmount Partners first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $352K in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Westmount Partners held 5,752 shares of State Street Energy Select Sector SPDR ETF worth $305K as of Q2 2026.
  • Westmount Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Westmount Partners's portfolio in Q2 2026, its #208 holding.
  • Westmount Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's State Street Energy Select Sector SPDR ETF position peaked at $352K 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 Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.