Apollon Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Apollon Wealth Management’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	$5.61M	Buy	91,158 +14,206	+18%	+$861K	0.06%	244
2026 Q2	$4.09M	Buy	76,952 +2,888	+4%	+$165K	0.05%	309
2026 Q1	$4.54M	Sell	74,064 -2,547	-3%	-$137K	0.07%	233
2025 Q4	$3.43M	Sell	76,611 -201	-0.3%	-$8.95K	0.06%	271
2025 Q3	$3.43M	Buy	76,812 +752	+1%	+$32.9K	0.06%	263
2025 Q2	$3.23M	Sell	76,060 -3,244	-4%	-$135K	0.06%	256
2025 Q1	$3.71M	Sell	79,304 -4,322	-5%	-$195K	0.08%	220
2024 Q4	$3.58M	Sell	83,626 -1,422	-2%	-$64.6K	0.08%	225
2024 Q3	$3.73M	Sell	85,048 -4,872	-5%	-$218K	0.11%	173
2024 Q2	$4.1M	Sell	89,920 -13,050	-13%	-$608K	0.12%	144
2024 Q1	$4.86M	Sell	102,970 -20,164	-16%	-$866K	0.15%	122
2023 Q4	$5.16M	Sell	123,134 -13,210	-10%	-$565K	0.18%	105
2023 Q3	$6.16M	Sell	136,344 -25,726	-16%	-$1.13M	0.31%	62
2023 Q2	$6.58M	Buy	162,070 +53,484	+49%	+$2.18M	0.32%	64
2023 Q1	$4.5M	Buy	108,586 +6,286	+6%	+$269K	0.28%	75
2022 Q4	$4.47M	Buy	102,300 +6,262	+7%	+$273K	0.32%	67
2022 Q3	$3.46M	Sell	96,038 -546	-0.6%	-$20.6K	0.28%	69
2022 Q2	$3.45M	Sell	96,584 -558	-0.6%	-$22.4K	0.29%	74
2022 Q1	$3.71M	Buy	97,142 +34,440	+55%	+$1.19M	0.26%	77
2021 Q4	$1.55M	Buy	62,702 +11,496	+22%	+$325K	0.12%	196
2021 Q3	$1.33M	Buy	51,206 +11,422	+29%	+$283K	0.18%	114
2021 Q2	$1.07M	Buy	39,784 +7,522	+23%	+$196K	0.19%	101
2021 Q1	$791K	Buy	32,262 +2,766	+9%	+$63.8K	0.15%	136
2020 Q4	$559K	Buy	+29,496	New	+$508K	0.15%	114
2020 Q3	–	Sell	-5,298	Closed	-$100K	–	696
2020 Q2	$100K	Buy	+5,298	New	+$98.5K	0.06%	174

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

Apollon Wealth Management's XLE Position: Q3 2026 in Review

Apollon Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q3 2026, buying an estimated $861K and bringing the position to 91,158 shares worth $5.61M. The position accounts for 0.06% of the portfolio, ranked #244.

Apollon Wealth Management first reported a position in XLE in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.58M in Q2 2023. 1,384 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Apollon Wealth Management held 91,158 shares of State Street Energy Select Sector SPDR ETF worth $5.61M as of Q3 2026.
Apollon Wealth Management bought 14,206 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $861K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Apollon Wealth Management's portfolio in Q3 2026, its #244 holding.
Apollon Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Apollon Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $6.58M in Q2 2023.
1,384 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.