Annex Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
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Annex Advisory Services's XLE Position: Q3 2026 in Review
Annex Advisory Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.3% in Q3 2026, buying an estimated $6.85K and bringing the position to 9,049 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #263.
Annex Advisory Services first reported a position in XLE in Q2 2013 and has held it in 26 quarters since. The position peaked at $66M in Q1 2023. 467 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Annex Advisory Services held 9,049 shares of State Street Energy Select Sector SPDR ETF worth $557K as of Q3 2026.
- Annex Advisory Services bought 113 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $6.85K.
- State Street Energy Select Sector SPDR ETF made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #263 holding.
- Annex Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 26 quarters since.
- Annex Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $66M in Q1 2023.
- 467 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.