Whitaker-Myers Wealth Managers’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
-21,838
Closed -$1.34M 120
2026
Q1
$1.34M Buy
+21,838
New +$1.17M 0.27% 59

Other funds holding XLE

Whitaker-Myers Wealth Managers's XLE Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 21,838 shares — an estimated $1.34M sold.

Whitaker-Myers Wealth Managers first reported a position in XLE in Q1 2026 and held it in 1 quarter. The position peaked at $1.34M in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Whitaker-Myers Wealth Managers reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 21,838 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.34M.
  • Whitaker-Myers Wealth Managers first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's State Street Energy Select Sector SPDR ETF position peaked at $1.34M in Q1 2026.
  • 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.