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

Apella Capital’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	$728K	Buy	11,485 +244	+2%	+$14.8K	0.01%	444
2026 Q2	$614K	Buy	11,241 +980	+10%	+$56K	0.01%	436
2026 Q1	$565K	Buy	10,261 +3,707	+57%	+$199K	0.01%	441
2025 Q4	$293K	Buy	+6,554	New	+$292K	0.01%	444
2025 Q3	–	Sell	-6,432	Closed	-$277K	–	487
2025 Q2	$277K	Buy	6,432 +1,072	+20%	+$44.6K	0.01%	364
2025 Q1	$221K	Buy	5,360 +50	+0.9%	+$2.25K	0.01%	364
2024 Q4	$227K	Buy	+5,310	New	+$241K	0.01%	319

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital's XLE Position: Q3 2026 in Review

Apella Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.2% in Q3 2026, buying an estimated $14.8K and bringing the position to 11,485 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #444.

Apella Capital first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. 592 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Apella Capital held 11,485 shares of State Street Energy Select Sector SPDR ETF worth $728K as of Q3 2026.
Apella Capital bought 244 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $14.8K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #444 holding.
Apella Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
592 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.