Zhang Financial’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
$276K Buy
5,198
+1,111
+27% +$63.5K 0.01% 344
2026
Q1
$250K Buy
+4,087
New +$219K 0.01% 328

Other funds holding XLE

Zhang Financial's XLE Position: Q2 2026 in Review

Zhang Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 27% in Q2 2026, buying an estimated $63.5K and bringing the position to 5,198 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #344.

Zhang Financial first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Zhang Financial held 5,198 shares of State Street Energy Select Sector SPDR ETF worth $276K as of Q2 2026.
  • Zhang Financial bought 1,111 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $63.5K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #344 holding.
  • Zhang Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.