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Atwood & Palmer’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Atwood & Palmer’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
-11
Closed -$585 – 520
2026
Q2 		$585 Buy
+11
New +$629 ﹤0.01% 469
2017
Q1 		– Sell
-120
Closed -$5K – 340
2016
Q4 		$5K Buy
+120
New +$4.34K ﹤0.01% 292

Other funds holding XLE

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Atwood & Palmer's XLE Position: Q3 2026 in Review

Atwood & Palmer sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 11 shares — an estimated $585 sold.

Atwood & Palmer first reported a position in XLE in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Atwood & Palmer reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Atwood & Palmer sold 11 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $585.
  • Atwood & Palmer first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 2 quarters.
  • Atwood & Palmer's State Street Energy Select Sector SPDR ETF position peaked at $5K in Q4 2016.
  • 124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.