Atticus Wealth Management
XLE icon

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

Atticus 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 		$411K Buy
+6,687
New +$405K 0.09% 128
2025
Q3 		– Sell
-1,048
Closed -$44.4K – 654
2025
Q2 		$44.4K Buy
1,048
+136
+15% +$5.66K 0.01% 324
2025
Q1 		$42.6K Sell
912
-494
-35% -$22.3K 0.01% 245
2024
Q4 		$60.2K Sell
1,406
-970
-41% -$44.1K 0.02% 227
2024
Q3 		$104K Buy
2,376
+232
+11% +$10.4K 0.03% 169
2024
Q2 		$97.7K Sell
2,144
-3,024
-59% -$141K 0.03% 169
2024
Q1 		$244K Buy
5,168
+2,784
+117% +$120K 0.08% 113
2023
Q4 		$100K Sell
2,384
-4,440
-65% -$190K 0.04% 168
2023
Q3 		$308K Buy
6,824
+3,716
+120% +$163K 0.12% 102
2023
Q2 		$126K Sell
3,108
-976
-24% -$39.8K 0.05% 160
2023
Q1 		$169K Sell
4,084
-18,398
-82% -$787K 0.06% 142
2022
Q4 		$983K Buy
22,482
+6,096
+37% +$265K 0.4% 48
2022
Q3 		$586K Hold
16,386
– – 0.28% 50
2022
Q2 		$586K Sell
16,386
-170
-1% -$6.82K 0.24% 62
2022
Q1 		$633K Buy
16,556
+3,272
+25% +$113K 0.23% 66
2021
Q4 		$368K Sell
13,284
-474
-3% -$13.4K 0.14% 93
2021
Q3 		$359K Buy
13,758
+10,508
+323% +$260K 0.16% 77
2021
Q2 		$88K Buy
3,250
+1,936
+147% +$50.3K 0.04% 184
2021
Q1 		$32K Buy
1,314
+500
+61% +$11.5K 0.02% 244
2020
Q4 		$15K Sell
814
-1,764
-68% -$30.4K 0.01% 276
2020
Q3 		$39K Sell
2,578
-592
-19% -$10.5K 0.02% 195
2020
Q2 		$60K Sell
3,170
-1,704
-35% -$31.7K 0.04% 165
2020
Q1 		$71K Sell
4,874
-7,634
-61% -$181K 0.06% 148
2019
Q4 		$375K Buy
+12,508
New +$371K 0.24% 57

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Bank of Montreal
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
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Atticus Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 6,687 shares worth $411K. The stake represents 0.09% of the portfolio and ranks #128 among its holdings. This is a return to the name: Atticus Wealth Management previously reported a position in XLE as recently as Q2 2025.

Atticus Wealth Management first reported a position in XLE in Q4 2019 and has held it in 24 quarters since. The position peaked at $983K in Q4 2022. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Atticus Wealth Management held 6,687 shares of State Street Energy Select Sector SPDR ETF worth $411K as of Q3 2026.
  • State Street Energy Select Sector SPDR ETF was a new Atticus Wealth Management position in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of Atticus Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Atticus Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
  • Atticus Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $983K in Q4 2022.
  • 1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.