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 Q2	$1.95M	Hold	31,799	–	–	0.09%	74
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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $558M AUM 37.11% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return