Aspect Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aspect Partners’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	$20.1K	Buy	326 +200	+159%	+$12.1K	0.01%	195
2026 Q2	$6.7K	Buy	126 +24	+24%	+$1.37K	﹤0.01%	364
2026 Q1	$6.26K	Hold	102	–	–	﹤0.01%	331
2025 Q4	$4.57K	Hold	102	–	–	﹤0.01%	394
2025 Q3	$4.57K	Hold	102	–	–	﹤0.01%	431
2025 Q2	$4.34K	Hold	102	–	–	﹤0.01%	388
2025 Q1	$4.78K	Hold	102	–	–	﹤0.01%	341
2024 Q4	$4.38K	Hold	102	–	–	﹤0.01%	380
2024 Q3	$4.49K	Hold	102	–	–	﹤0.01%	361
2024 Q2	$4.66K	Hold	102	–	–	﹤0.01%	357
2024 Q1	$4.83K	Hold	102	–	–	﹤0.01%	352
2023 Q4	$4.29K	Buy	+102	New	+$4.36K	﹤0.01%	350

Other funds holding XLE

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 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

Aspect Partners's XLE Position: Q3 2026 in Review

Aspect Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 159% in Q3 2026, buying an estimated $12.1K and bringing the position to 326 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #195.

Aspect Partners first reported a position in XLE in Q4 2023 and has held it in 12 quarters since. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Aspect Partners held 326 shares of State Street Energy Select Sector SPDR ETF worth $20.1K as of Q3 2026.
Aspect Partners bought 200 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $12.1K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #195 holding.
Aspect Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.