STACKSTONE WEALTH, LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$660K	Buy	+10,733	New	+$651K	0.07%	207

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

BFP

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

STACKSTONE WEALTH, LLC's XLE Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 10,733 shares worth $660K. The stake represents 0.07% of the portfolio and ranks #207 among its holdings.

535 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

STACKSTONE WEALTH, LLC held 10,733 shares of State Street Energy Select Sector SPDR ETF worth $660K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.07% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #207 holding.
535 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.