Question 1

How many shares of XLE does Wealthspire Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Wealthspire Advisors, LLC holds 70,591 shares of XLE (ENERGY SELECT SECTOR SPDR).

Question 2

What is Wealthspire Advisors, LLC's XLE position worth?

Accepted Answer

As of 2026-Q2, Wealthspire Advisors, LLC's XLE position is worth $3.7M.

Question 3

Is Wealthspire Advisors, LLC buying or selling XLE?

Accepted Answer

In 2026-Q2, Wealthspire Advisors, LLC increased their XLE position (+39.5% change in shares).

Question 4

When did Wealthspire Advisors, LLC first buy XLE?

Accepted Answer

Based on available 13F filings, Wealthspire Advisors, LLC first reported a position in XLE in 2024-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	70,591	+39.5%	$3.7M	0.0%	$53.11	35
2026-Q1	Increased	50,599	+5.6%	$3.1M	0.0%	$56.52	28
2025-Q4	Increased	47,925	+100.0%	$2.1M	0.0%	$44.96	42
2025-Q3	Decreased	23,964	-4.5%	$2.1M	0.0%	$44.77	0
2025-Q2	Decreased	25,095	-18.7%	$2.1M	0.0%	$41.93	0
2025-Q1	Decreased	30,870	-38.8%	$2.9M	0.0%	$45.07	0
2024-Q4	Decreased	50,405	-18.0%	$4.3M	0.0%	$40.91	0
2024-Q3	Decreased	61,502	-1.3%	$5.4M	0.1%	$41.83	0