Aurora Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aurora Private Wealth’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	$602K	Buy	9,794 +457	+5%	+$27.7K	0.38%	63
2026 Q2	$496K	Sell	9,337 -1,473	-14%	-$84.2K	0.31%	75
2026 Q1	$487K	Sell	10,810 -70	-0.6%	-$3.76K	0.35%	67
2025 Q4	$490K	Buy	+10,880	New	+$485K	0.32%	74
2025 Q2	$533K	Sell	12,576 -280	-2%	-$11.7K	0.39%	62
2025 Q1	$601K	Sell	12,856 -4,856	-27%	-$219K	0.48%	57
2024 Q4	$759K	Sell	17,712 -2,078	-11%	-$94.4K	0.57%	49
2024 Q3	$869K	Sell	19,790 -1,262	-6%	-$56.4K	0.68%	41
2024 Q2	$959K	Sell	21,052 -1,258	-6%	-$58.6K	0.84%	32
2024 Q1	$1.06M	Buy	22,310 +510	+2%	+$21.9K	0.92%	29
2023 Q4	$914K	Sell	21,800 -226	-1%	-$9.7K	0.86%	31
2023 Q3	$996K	Buy	22,026 +632	+3%	+$27.7K	1.1%	21
2023 Q2	$868K	Sell	21,394 -590	-3%	-$24K	0.99%	29
2023 Q1	$910K	Buy	21,984 +140	+0.6%	+$5.99K	0.97%	29
2022 Q4	$955K	Sell	21,844 -554	-2%	-$24.1K	1.09%	24
2022 Q3	$807K	Sell	22,398 -7,692	-26%	-$291K	0.37%	43
2022 Q2	$1.08M	Sell	30,090 -5,028	-14%	-$202K	0.49%	38
2022 Q1	$1.34M	Sell	35,118 -1,308	-4%	-$45.3K	0.55%	32
2021 Q4	$1.01M	Sell	36,426 -8,272	-19%	-$234K	0.44%	43
2021 Q3	$1.16M	Buy	44,698 +386	+0.9%	+$9.6K	0.47%	43
2021 Q2	$1.19M	Buy	44,312 +5,542	+14%	+$144K	0.48%	45
2021 Q1	$951K	Buy	38,770 +9,880	+34%	+$228K	0.39%	56
2020 Q4	$547K	Sell	28,890 -1,900	-6%	-$32.7K	0.23%	95
2020 Q3	$461K	Sell	30,790 -10,002	-25%	-$178K	0.2%	97
2020 Q2	$772K	Buy	40,792 +14,354	+54%	+$267K	0.36%	58
2020 Q1	$384K	Buy	+26,438	New	+$627K	0.14%	146

Other funds holding XLE

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Aurora Private Wealth's XLE Position: Q3 2026 in Review

Aurora Private Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.9% in Q3 2026, buying an estimated $27.7K and bringing the position to 9,794 shares worth $602K. The position accounts for 0.38% of the portfolio, ranked #63.

Aurora Private Wealth first reported a position in XLE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.34M in Q1 2022. 1,237 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Aurora Private Wealth held 9,794 shares of State Street Energy Select Sector SPDR ETF worth $602K as of Q3 2026.
Aurora Private Wealth bought 457 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $27.7K.
State Street Energy Select Sector SPDR ETF made up 0.38% of Aurora Private Wealth's portfolio in Q3 2026, its #63 holding.
Aurora Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Aurora Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $1.34M in Q1 2022.
1,237 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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