Zinnia Wealth Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Zinnia Wealth Advisory's XLE Position: Q2 2026 in Review
Zinnia Wealth Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.6% in Q2 2026, buying an estimated $2.17K and bringing the position to 6,381 shares worth $339K. The position accounts for 0.35% of the portfolio, ranked #66.
Zinnia Wealth Advisory first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Zinnia Wealth Advisory held 6,381 shares of State Street Energy Select Sector SPDR ETF worth $339K as of Q2 2026.
- Zinnia Wealth Advisory bought 38 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.17K.
- State Street Energy Select Sector SPDR ETF made up 0.35% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #66 holding.
- Zinnia Wealth Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Zinnia Wealth Advisory's State Street Energy Select Sector SPDR ETF position peaked at $389K in Q1 2026.
- 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.