WWM
XLE icon

Wolff Wiese Magana’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wolff Wiese Magana’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 		$9.07K Sell
171
-3
-2% -$172 ﹤0.01% 520
2026
Q1 		$10.7K Buy
174
+162
+1,350% +$8.69K 0.01% 456
2025
Q4 		$537 Hold
12
– – ﹤0.01% 886
2025
Q3 		$537 Sell
12
-8,026
-100% -$351K ﹤0.01% 892
2025
Q2 		$341K Hold
8,038
– – 0.21% 81
2025
Q1 		$376K Sell
8,038
-254
-3% -$11.5K 0.26% 72
2024
Q4 		$355K Sell
8,292
-340
-4% -$15.5K 0.24% 71
2024
Q3 		$379K Sell
8,632
-2
-0% -$89 0.26% 73
2024
Q2 		$393K Sell
8,634
-596
-6% -$27.8K 0.31% 68
2024
Q1 		$436K Sell
9,230
-190
-2% -$8.16K 0.38% 61
2023
Q4 		$395K Sell
9,420
-172
-2% -$7.36K 0.38% 61
2023
Q3 		$434K Buy
9,592
+128
+1% +$5.6K 0.35% 72
2023
Q2 		$384K Sell
9,464
-634
-6% -$25.8K 0.3% 73
2023
Q1 		$418K Sell
10,098
-222
-2% -$9.49K 0.34% 68
2022
Q4 		$451K Sell
10,320
-1,150
-10% -$50.1K 0.39% 61
2022
Q3 		$413K Sell
11,470
-12,464
-52% -$471K 0.33% 71
2022
Q2 		$856K Sell
23,934
-2,188
-8% -$87.8K 0.62% 45
2022
Q1 		$998K Sell
26,122
-370
-1% -$12.8K 0.67% 45
2021
Q4 		$735K Sell
26,492
-1,344
-5% -$38K 0.47% 55
2021
Q3 		$725K Buy
27,836
+1,228
+5% +$30.4K 0.51% 51
2021
Q2 		$716K Buy
26,608
+23,254
+693% +$605K 0.51% 53
2021
Q1 		$82K Sell
3,354
-590
-15% -$13.6K 0.06% 212
2020
Q4 		$75K Buy
+3,944
New +$68K 0.06% 209

Other funds holding XLE

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return