Acropolis Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Acropolis Investment Management’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	$2.18M	Buy	35,477 +533	+2%	+$32.3K	0.09%	79
2026 Q2	$1.86M	Buy	34,944 +3,145	+10%	+$180K	0.07%	83
2026 Q1	$1.95M	Sell	31,799 -1,400	-4%	-$75.1K	0.09%	76
2025 Q4	$1.48M	Sell	33,199 -31	-0.1%	-$1.38K	0.07%	95
2025 Q3	$1.41M	Buy	33,230 +7,700	+30%	+$337K	0.07%	94
2025 Q2	$1.08M	Buy	25,530 +32	+0.1%	+$1.33K	0.06%	95
2025 Q1	$1.19M	Sell	25,498 -156	-0.6%	-$7.03K	0.07%	89
2024 Q4	$1.1M	Sell	25,654 -780	-3%	-$35.4K	0.06%	95
2024 Q3	$1.16M	Sell	26,434 -516	-2%	-$23.1K	0.07%	94
2024 Q2	$1.23M	Sell	26,950 -160	-0.6%	-$7.45K	0.08%	90
2024 Q1	$1.28M	Sell	27,110 -570	-2%	-$24.5K	0.08%	86
2023 Q4	$1.16M	Hold	27,680	–	–	0.08%	88
2023 Q3	$1.25M	Hold	27,680	–	–	0.1%	79
2023 Q2	$1.12M	Sell	27,680 -236	-0.8%	-$9.61K	0.09%	86
2023 Q1	$1.16M	Hold	27,916	–	–	0.1%	85
2022 Q4	$1.22M	Buy	27,916 +206	+0.7%	+$8.97K	0.11%	74
2022 Q3	$998K	Buy	27,710 +18	+0.1%	+$681	0.1%	82
2022 Q2	$990K	Sell	27,692 -786	-3%	-$31.5K	0.1%	88
2022 Q1	$1.09M	Sell	28,478 -232	-0.8%	-$8.04K	0.1%	88
2021 Q4	$797K	Buy	28,710 +220	+0.8%	+$6.22K	0.07%	99
2021 Q3	$737K	Buy	28,490 +592	+2%	+$14.7K	0.09%	101
2021 Q2	$751K	Sell	27,898 -2,920	-9%	-$75.9K	0.07%	95
2021 Q1	$756K	Buy	30,818 +4	+0%	+$92	0.08%	91
2020 Q4	$584K	Sell	30,814 -882	-3%	-$15.2K	0.06%	101
2020 Q3	$475K	Buy	31,696 +12,216	+63%	+$217K	0.06%	109
2020 Q2	$369K	Buy	19,480 +9,798	+101%	+$182K	0.05%	116
2020 Q1	$141K	Buy	+9,682	New	+$230K	0.02%	161
2018 Q4	–	Sell	-2,842	Closed	-$108K	–	154
2018 Q3	$108K	Hold	2,842	–	–	0.02%	139
2018 Q2	$108K	Buy	+2,842	New	+$106K	0.02%	138
2018 Q1	–	Sell	-3,082	Closed	-$111K	–	154
2017 Q4	$111K	Hold	3,082	–	–	0.02%	147
2017 Q3	$106K	Sell	3,082 -334	-10%	-$10.9K	0.02%	140
2017 Q2	$111K	Buy	3,416 +152	+5%	+$5.11K	0.02%	141
2017 Q1	$114K	Sell	3,264 -492	-13%	-$17.8K	0.02%	136
2016 Q4	$141K	Sell	3,756 -130	-3%	-$4.7K	0.03%	127
2016 Q3	$137K	Sell	3,886 -230	-6%	-$7.88K	0.03%	124
2016 Q2	$140K	Hold	4,116	–	–	0.03%	123
2016 Q1	$127K	Hold	4,116	–	–	0.02%	124
2015 Q4	$124K	Sell	4,116 -320	-7%	-$10.5K	0.02%	123
2015 Q3	$136K	Sell	4,436 -8,420	-65%	-$284K	0.03%	124
2015 Q2	$162K	Buy	12,856 +7,952	+162%	+$316K	0.03%	120
2015 Q1	$190K	Sell	4,904 -430	-8%	-$16.7K	0.04%	121
2014 Q4	$211K	Sell	5,334 -690	-11%	-$28.7K	0.04%	110
2014 Q3	$273K	Sell	6,024 -280	-4%	-$13.6K	0.05%	97
2014 Q2	$316K	Sell	6,304 -3,780	-37%	-$179K	0.06%	98
2014 Q1	$449K	Sell	10,084 -230	-2%	-$9.92K	0.09%	87
2013 Q4	$456K	Sell	10,314 -2,430	-19%	-$105K	0.1%	83
2013 Q3	$528K	Sell	12,744 -1,370	-10%	-$56.4K	0.11%	83
2013 Q2	$553K	Buy	+14,114	New	+$559K	0.12%	74

Other funds holding XLE

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 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

FWCM

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

PAS

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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Acropolis Investment Management's XLE Position: Q3 2026 in Review

Acropolis Investment Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q3 2026, buying an estimated $32.3K and bringing the position to 35,477 shares worth $2.18M. The position accounts for 0.09% of the portfolio, ranked #79.

Acropolis Investment Management first reported a position in XLE in Q2 2013 and has held it in 48 quarters since. 138 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Acropolis Investment Management held 35,477 shares of State Street Energy Select Sector SPDR ETF worth $2.18M as of Q3 2026.
Acropolis Investment Management bought 533 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $32.3K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Acropolis Investment Management's portfolio in Q3 2026, its #79 holding.
Acropolis Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 48 quarters since.
138 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.