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XLE

23 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in SELECT SECTOR SPDR TR

Yes. Newedge Group holds 52,488 shares of XLE, worth $2.8M, as of its Q2 2026 13F filing. It increased the position by 22,556 shares (+75.4%) from Q1 2026. Newedge Group has held XLE in every 13F on record since Q4 2020, 23 quarterly filings.

Current Value

$2.8M

Current Shares

52,488

Total Value Change

+$1.4M

Total Shares Change

+14,572

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
52,488
+75.4%
$2.8M0.0%$52.80
40
2026-Q1
Increased
29,932
+27.3%
$1.8M0.0%$60.46
32
2025-Q4
Decreased
23,508
-12.7%
$1.1M0.0%$43.84
0
2025-Q3
Decreased
13,463
-64.8%
$1.2M0.0%$43.43
0
2025-Q2
Decreased
38,289
-17.2%
$3.2M0.1%$40.88
0
2025-Q1
Decreased
46,264
-23.1%
$4.3M0.1%$44.68
0
2024-Q4
Decreased
60,159
-8.5%
$5.2M0.1%$40.64
0
2024-Q3
Increased
65,719
+55.3%
$5.8M0.1%$41.55
46
2024-Q2
Decreased
42,329
-10.4%
$3.9M0.1%$43.38
0
2024-Q1
Decreased
47,226
-56.5%
$4.4M0.1%$44.57
0
2023-Q4
Increased
108,430
+0.3%
$9.1M0.2%$39.26
33
2023-Q3
Increased
108,144
+3.6%
$9.8M0.3%$41.93
34
2023-Q2
Decreased
104,357
-22.9%
$8.5M0.3%$36.87
0
2023-Q1
Increased
135,275
+4.7%
$11.2M0.4%$37.29
35
2022-Q4
Increased
129,267
+0.6%
$11.3M0.5%$39.51
33
2022-Q3
Increased
128,533
+1.0%
$9.3M0.4%$31.76
33
2022-Q2
Decreased
127,264
-11.4%
$9.1M0.4%$31.20
0
2022-Q1
Decreased
143,619
-17.9%
$11M0.5%$32.98
0
2021-Q4
Increased
174,965
+22.1%
$9.7M0.4%$23.72
40
2021-Q3
Increased
143,294
+19.1%
$7.5M0.4%$21.98
39
2021-Q2
Increased
120,270
+438.6%
$6.5M0.5%$22.45
53
2021-Q1
Decreased
22,330
-41.1%
$1.1M0.1%$20.12
0
2020-Q4
First report
37,916
-
$1.4M0.4%$15.38
0

Other major holders of XLE: Bank of America Corp.

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