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

AtlasMark Financial’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	–	Sell	-3,855	Closed	-$205K	–	50
2026 Q2	$205K	Sell	3,855 -2,250	-37%	-$129K	0.1%	47
2026 Q1	$273K	Hold	6,105	–	–	0.18%	38
2025 Q4	$273K	Buy	6,105 +55	+0.9%	+$2.45K	0.18%	38
2025 Q3	$270K	Hold	6,050	–	–	0.18%	36
2025 Q2	$257K	Hold	6,050	–	–	0.2%	35
2025 Q1	$283K	Hold	6,050	–	–	0.26%	32
2024 Q4	$259K	Hold	6,050	–	–	0.24%	34
2024 Q3	$266K	Buy	+6,050	New	+$270K	0.25%	34

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AtlasMark Financial's XLE Position: Q3 2026 in Review

AtlasMark Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 3,855 shares — an estimated $205K sold.

AtlasMark Financial first reported a position in XLE in Q3 2024 and held it in 8 quarters. The position peaked at $283K in Q1 2025. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

AtlasMark Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
AtlasMark Financial sold 3,855 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $205K.
AtlasMark Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 8 quarters.
AtlasMark Financial's State Street Energy Select Sector SPDR ETF position peaked at $283K in Q1 2025.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.