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XLEXLE
Showing 8 of 26 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ENERGY SELECT SECTOR SPDR

Wealthspire Advisors, LLC holds 70,591 shares of XLE (ENERGY SELECT SECTOR SPDR), worth $3.7M as of 2026-Q2. The position was increased (+39.5% shares). XLE represents 0.0% of Wealthspire Advisors, LLC's portfolio.

Current Value

$3.7M

Current Shares

70,591

Total Value Change

-$1.7M

Total Shares Change

+9,089

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
70,591
+39.5%
$3.7M0.0%$53.11
35
2026-Q1
Increased
50,599
+5.6%
$3.1M0.0%$56.52
28
2025-Q4
Increased
47,925
+100.0%
$2.1M0.0%$44.96
42
2025-Q3
Decreased
23,964
-4.5%
$2.1M0.0%$44.77
0
2025-Q2
Decreased
25,095
-18.7%
$2.1M0.0%$41.93
0
2025-Q1
Decreased
30,870
-38.8%
$2.9M0.0%$45.07
0
2024-Q4
Decreased
50,405
-18.0%
$4.3M0.0%$40.91
0
2024-Q3
Decreased
61,502
-1.3%
$5.4M0.1%$41.83
0

Other major holders of XLE: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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