Acima Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Acima Private Wealth’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	$50.2K	Hold	816	–	–	0.01%	141
2026 Q2	$43.3K	Hold	816	–	–	0.01%	142
2026 Q1	$50K	Hold	816	–	–	0.02%	143
2025 Q4	$36.5K	Hold	816	–	–	0.01%	146
2025 Q3	$36.5K	Hold	816	–	–	0.01%	150
2025 Q2	$34.6K	Sell	816 -1,208	-60%	-$50.3K	0.01%	154
2025 Q1	$94.6K	Sell	2,024 -7,820	-79%	-$353K	0.03%	137
2024 Q4	$422K	Hold	9,844	–	–	0.14%	83
2024 Q3	$432K	Hold	9,844	–	–	0.14%	83
2024 Q2	$449K	Hold	9,844	–	–	0.16%	81
2024 Q1	$465K	Hold	9,844	–	–	0.17%	84
2023 Q4	$413K	Hold	9,844	–	–	0.16%	89
2023 Q3	$445K	Hold	9,844	–	–	0.2%	88
2023 Q2	$400K	Hold	9,844	–	–	0.19%	91
2023 Q1	$408K	Hold	9,844	–	–	0.2%	91
2022 Q4	$431K	Sell	9,844 -1,250	-11%	-$54.4K	0.22%	85
2022 Q3	$399K	Hold	11,094	–	–	0.21%	82
2022 Q2	$397K	Sell	11,094 -222	-2%	-$8.91K	0.2%	86
2022 Q1	$432K	Sell	11,316 -380	-3%	-$13.2K	0.2%	94
2021 Q4	$325K	Sell	11,696 -262	-2%	-$7.4K	0.14%	109
2021 Q3	$311K	Sell	11,958 -662	-5%	-$16.4K	0.14%	103
2021 Q2	$340K	Hold	12,620	–	–	0.16%	97
2021 Q1	$310K	Hold	12,620	–	–	0.15%	102
2020 Q4	$239K	Sell	12,620 -1,928	-13%	-$33.2K	0.12%	110
2020 Q3	$218K	Buy	14,548 +9,076	+166%	+$161K	0.13%	105
2020 Q2	$104K	Sell	5,472 -48,784	-90%	-$907K	0.07%	141
2020 Q1	$788K	Sell	54,256 -22,516	-29%	-$534K	0.61%	47
2019 Q4	$2.31M	Buy	76,772 +1,252	+2%	+$37.1K	1.59%	15
2019 Q3	$2.23M	Buy	75,520 +54,834	+265%	+$1.66M	1.71%	14
2019 Q2	$659K	Buy	20,686 +2,282	+12%	+$73.1K	0.52%	49
2019 Q1	$608K	Buy	18,404 +5,918	+47%	+$190K	0.52%	51
2018 Q4	$358K	Buy	+12,486	New	+$418K	0.35%	70

Other funds holding XLE

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

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

SFGP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Acima Private Wealth's XLE Position: Q3 2026 in Review

Acima Private Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 816 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #141.

Acima Private Wealth first reported a position in XLE in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.31M in Q4 2019. 301 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Acima Private Wealth held 816 shares of State Street Energy Select Sector SPDR ETF worth $50.2K as of Q3 2026.
Acima Private Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Acima Private Wealth's portfolio in Q3 2026, its #141 holding.
Acima Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $2.31M in Q4 2019.
301 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.