Act Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Act Wealth 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	$8.37M	Sell	157,572 -28,520	-15%	-$1.63M	2.46%	12
2026 Q1	$11.4M	Sell	186,092 -1,417	-0.8%	-$76K	3.83%	9
2025 Q4	$8.38M	Buy	187,509 +8,571	+5%	+$382K	2.74%	12
2025 Q3	$7.99M	Buy	178,938 +10,424	+6%	+$456K	2.8%	11
2025 Q2	$7.15M	Buy	168,514 +11,212	+7%	+$467K	3.02%	10
2025 Q1	$7.35M	Buy	157,302 +9,710	+7%	+$438K	3.33%	10
2024 Q4	$6.32M	Buy	147,592 +3,898	+3%	+$177K	2.96%	11
2024 Q3	$6.31M	Buy	143,694 +2,438	+2%	+$109K	2.8%	11
2024 Q2	$6.44M	Buy	141,256 +592	+0.4%	+$27.6K	3.17%	9
2024 Q1	$6.64M	Buy	140,664 +6,104	+5%	+$262K	3.35%	9
2023 Q4	$5.64M	Sell	134,560 -5,194	-4%	-$222K	3.04%	10
2023 Q3	$6.32M	Sell	139,754 -1,618	-1%	-$70.8K	4.24%	7
2023 Q2	$5.74M	Buy	141,372 +13,108	+10%	+$534K	3.23%	9
2023 Q1	$5.31M	Buy	128,264 +954	+0.7%	+$40.8K	3.16%	9
2022 Q4	$5.57M	Buy	127,310 +3,750	+3%	+$163K	3.52%	8
2022 Q3	$4.45M	Buy	123,560 +2,182	+2%	+$82.5K	3.18%	9
2022 Q2	$4.34M	Sell	121,378 -46,756	-28%	-$1.88M	2.84%	9
2022 Q1	$6.43M	Buy	+168,134	New	+$5.82M	3.65%	8

Other funds holding XLE

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

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

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

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

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

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return