Advisory Solutions Group’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
Q3
$4.32M Sell
70,309
-6,576
-9% -$399K 0.92% 28
2026
Q2
$4.08M Buy
+76,885
New +$4.4M 1.39% 18

Other funds holding XLE

Advisory Solutions Group's XLE Position: Q3 2026 in Review

Advisory Solutions Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.6% in Q3 2026, selling an estimated $399K and leaving 70,309 shares worth $4.32M. The position accounts for 0.92% of the portfolio, ranked #28.

Advisory Solutions Group first reported a position in XLE in Q2 2026 and has held it in 2 quarters since. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Advisory Solutions Group held 70,309 shares of State Street Energy Select Sector SPDR ETF worth $4.32M as of Q3 2026.
  • Advisory Solutions Group sold 6,576 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $399K.
  • State Street Energy Select Sector SPDR ETF made up 0.92% of Advisory Solutions Group's portfolio in Q3 2026, its #28 holding.
  • Advisory Solutions Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.