AGP Franklin’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AGP Franklin’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	$234K	Hold	3,800	–	–	0.1%	84
2026 Q2	$202K	Hold	3,800	–	–	0.09%	92
2026 Q1	$233K	Buy	+3,800	New	+$204K	0.12%	90

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

AGP Franklin's XLE Position: Q3 2026 in Review

AGP Franklin held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 3,800 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #84.

AGP Franklin first reported a position in XLE in Q1 2026 and has held it in 3 quarters since. 1,426 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

AGP Franklin held 3,800 shares of State Street Energy Select Sector SPDR ETF worth $234K as of Q3 2026.
AGP Franklin left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.1% of AGP Franklin's portfolio in Q3 2026, its #84 holding.
AGP Franklin first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
1,426 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on AGP Franklin's 13F filing for Q3 2026, filed 4 Nov 2026.