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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
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

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Atwood & Palmer's XLE Position: Q2 2026 in Review

Atwood & Palmer opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 11 shares worth $585. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Atwood & Palmer previously reported a position in XLE as recently as Q4 2016.

Atwood & Palmer first reported a position in XLE in Q4 2016 and has held it in 2 quarters since. The position peaked at $5K in Q4 2016. 502 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Atwood & Palmer held 11 shares of State Street Energy Select Sector SPDR ETF worth $585 as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Atwood & Palmer position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #469 holding.
  • Atwood & Palmer first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 2 quarters since.
  • Atwood & Palmer's State Street Energy Select Sector SPDR ETF position peaked at $5K in Q4 2016.
  • 502 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.