AmeriServ Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AmeriServ Wealth Advisors’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	$299K	Sell	4,862 -1,732	-26%	-$105K	0.24%	39
2026 Q2	$350K	Sell	6,594 -2,254	-25%	-$129K	0.23%	43
2026 Q1	$542K	Sell	8,848 -776	-8%	-$41.6K	0.35%	33
2025 Q4	$430K	Sell	9,624 -1,014	-10%	-$45.2K	0.25%	43
2025 Q3	$475K	Sell	10,638 -37,108	-78%	-$1.62M	0.24%	38
2025 Q2	$2.02M	Buy	47,746 +166	+0.3%	+$6.91K	1%	15
2025 Q1	$2.22M	Buy	+47,580	New	+$2.15M	1.29%	15
2018 Q4	–	Sell	-6,000	Closed	-$227K	–	79
2018 Q3	$227K	Hold	6,000	–	–	0.28%	65
2018 Q2	$228K	Hold	6,000	–	–	0.31%	62
2018 Q1	$202K	Hold	6,000	–	–	0.23%	71
2017 Q4	$207K	Buy	+6,000	New	+$207K	0.2%	67
2015 Q1	–	Sell	-6,000	Closed	-$237K	–	124
2014 Q4	$237K	Sell	6,000 -40	-0.7%	-$1.66K	0.23%	105
2014 Q3	$274K	Hold	6,040	–	–	0.47%	83
2014 Q2	$302K	Sell	6,040 -3,400	-36%	-$161K	0.32%	86
2014 Q1	$420K	Sell	9,440 -16,700	-64%	-$720K	0.42%	68
2013 Q4	$1.16M	Sell	26,140 -1,000	-4%	-$43.1K	0.69%	38
2013 Q3	$1.12M	Buy	27,140 +200	+0.7%	+$8.24K	0.72%	40
2013 Q2	$1.06M	Buy	+26,940	New	+$1.07M	0.68%	44

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

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

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

AmeriServ Wealth Advisors's XLE Position: Q3 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 26% in Q3 2026, selling an estimated $105K and leaving 4,862 shares worth $299K. The position accounts for 0.24% of the portfolio, ranked #39.

AmeriServ Wealth Advisors first reported a position in XLE in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.22M in Q1 2025. 1,392 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

AmeriServ Wealth Advisors held 4,862 shares of State Street Energy Select Sector SPDR ETF worth $299K as of Q3 2026.
AmeriServ Wealth Advisors sold 1,732 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $105K.
State Street Energy Select Sector SPDR ETF made up 0.24% of AmeriServ Wealth Advisors's portfolio in Q3 2026, its #39 holding.
AmeriServ Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 18 quarters since.
AmeriServ Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.22M in Q1 2025.
1,392 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.