Advance Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$560K Buy
9,147
+14
+0.2% +$751 0.02% 100
2025
Q4
$408K Buy
9,133
+261
+3% +$11.6K 0.02% 113
2025
Q3
$396K Sell
8,872
-28
-0.3% -$1.23K 0.02% 118
2025
Q2
$377K Sell
8,900
-1,638
-16% -$68.2K 0.02% 115
2025
Q1
$492K Buy
10,538
+118
+1% +$5.32K 0.02% 101
2024
Q4
$446K Buy
10,420
+400
+4% +$18.2K 0.02% 97
2024
Q3
$440K Sell
10,020
-1,612
-14% -$72.1K 0.02% 94
2024
Q2
$530K Buy
11,632
+3,102
+36% +$144K 0.03% 84
2024
Q1
$403K Buy
8,530
+1,494
+21% +$64.2K 0.03% 96
2023
Q4
$295K Buy
7,036
+486
+7% +$20.8K 0.02% 96
2023
Q3
$296K Sell
6,550
-126
-2% -$5.51K 0.03% 92
2023
Q2
$271K Buy
+6,676
New +$272K 0.03% 97

Other funds holding XLE

Advance Capital Management's XLE Position: Q1 2026 in Review

Advance Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.15% in Q1 2026, buying an estimated $751 and bringing the position to 9,147 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #100.

Advance Capital Management first reported a position in XLE in Q2 2023 and has held it in 12 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Advance Capital Management held 9,147 shares of State Street Energy Select Sector SPDR ETF worth $560K as of Q1 2026.
  • Advance Capital Management bought 14 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $751.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Advance Capital Management's portfolio in Q1 2026, its #100 holding.
  • Advance Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.