Ares Financial Consulting’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ares Financial Consulting’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	$217K	Buy	3,531 +14	+0.4%	+$849	0.15%	76
2026 Q2	$187K	Buy	3,517 +17	+0.5%	+$972	0.13%	90
2026 Q1	$206K	Buy	3,500 +14	+0.4%	+$751	0.16%	77
2025 Q4	$156K	Buy	+3,486	New	+$155K	0.15%	84

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 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

Ares Financial Consulting's XLE Position: Q3 2026 in Review

Ares Financial Consulting increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.4% in Q3 2026, buying an estimated $849 and bringing the position to 3,531 shares worth $217K. The position accounts for 0.15% of the portfolio, ranked #76.

Ares Financial Consulting first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Ares Financial Consulting held 3,531 shares of State Street Energy Select Sector SPDR ETF worth $217K as of Q3 2026.
Ares Financial Consulting bought 14 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $849.
State Street Energy Select Sector SPDR ETF made up 0.15% of Ares Financial Consulting's portfolio in Q3 2026, its #76 holding.
Ares Financial Consulting first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.