AAFMAA Wealth Management & Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AAFMAA Wealth Management & Trust’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	$1.2M	Sell	20,724 -322	-2%	-$19.5K	0.41%	47
2026 Q2	$1.12M	Buy	21,046 +1,479	+8%	+$84.6K	0.39%	55
2026 Q1	$1.2M	Buy	+19,567	New	+$1.05M	0.47%	49
2025 Q4	–	Sell	-28,460	Closed	-$1.27M	–	98
2025 Q3	$1.27M	Buy	28,460 +528	+2%	+$23.1K	0.5%	57
2025 Q2	$1.18M	Sell	27,932 -852	-3%	-$35.5K	0.49%	63
2025 Q1	$1.34M	Buy	28,784 +2,602	+10%	+$117K	0.61%	57
2024 Q4	$1.12M	Buy	26,182 +656	+3%	+$29.8K	0.49%	54
2024 Q3	$1.12M	Buy	25,526 +15,744	+161%	+$704K	0.49%	54
2024 Q2	$446K	Buy	+9,782	New	+$456K	0.22%	67

Other funds holding XLE

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

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

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

AAFMAA Wealth Management & Trust's XLE Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q3 2026, selling an estimated $19.5K and leaving 20,724 shares worth $1.2M. The position accounts for 0.41% of the portfolio, ranked #47.

AAFMAA Wealth Management & Trust first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q1 2025. 962 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

AAFMAA Wealth Management & Trust held 20,724 shares of State Street Energy Select Sector SPDR ETF worth $1.2M as of Q3 2026.
AAFMAA Wealth Management & Trust sold 322 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $19.5K.
State Street Energy Select Sector SPDR ETF made up 0.41% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #47 holding.
AAFMAA Wealth Management & Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
AAFMAA Wealth Management & Trust's State Street Energy Select Sector SPDR ETF position peaked at $1.34M in Q1 2025.
962 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.