4Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

4Wealth Advisors’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	$459K	Buy	7,464 +636	+9%	+$38.6K	0.32%	75
2026 Q2	$366K	Sell	6,828 -8,792	-56%	-$503K	0.28%	105
2026 Q1	$968K	Sell	15,620 -355	-2%	-$19K	0.83%	34
2025 Q4	$714K	Sell	15,975 -3,185	-17%	-$142K	0.61%	55
2025 Q3	$856K	Buy	19,160 +2,962	+18%	+$130K	0.76%	35
2025 Q2	$687K	Buy	16,198 +4,114	+34%	+$171K	0.7%	43
2025 Q1	$565K	Sell	12,084 -178	-1%	-$8.03K	0.62%	55
2024 Q4	$525K	Buy	+12,262	New	+$557K	0.53%	64

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

4Wealth Advisors's XLE Position: Q3 2026 in Review

4Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.3% in Q3 2026, buying an estimated $38.6K and bringing the position to 7,464 shares worth $459K. The position accounts for 0.32% of the portfolio, ranked #75.

4Wealth Advisors first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. The position peaked at $968K in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

4Wealth Advisors held 7,464 shares of State Street Energy Select Sector SPDR ETF worth $459K as of Q3 2026.
4Wealth Advisors bought 636 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $38.6K.
State Street Energy Select Sector SPDR ETF made up 0.32% of 4Wealth Advisors's portfolio in Q3 2026, its #75 holding.
4Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $968K in Q1 2026.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.