Avestar Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Avestar Capital’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	-5,277	Closed	-$280K	–	610
2026 Q2	$280K	Buy	5,277 +106	+2%	+$6.06K	0.02%	477
2026 Q1	$317K	Buy	5,171 +4	+0.1%	+$215	0.02%	428
2025 Q4	$231K	Sell	5,167 -993	-16%	-$44.2K	0.02%	442
2025 Q3	$275K	Buy	6,160 +1,006	+20%	+$44K	0.02%	429
2025 Q2	$219K	Sell	5,154 -1,166	-18%	-$48.6K	0.01%	452
2025 Q1	$295K	Buy	6,320 +296	+5%	+$13.3K	0.03%	379
2024 Q4	$258K	Buy	6,024 +686	+13%	+$31.2K	0.02%	420
2024 Q3	$234K	Sell	5,338 -3,028	-36%	-$135K	0.02%	415
2024 Q2	$381K	Buy	8,366 +1,504	+22%	+$70.1K	0.04%	292
2024 Q1	$324K	Buy	6,862 +6	+0.1%	+$258	0.03%	326
2023 Q4	$287K	Buy	6,856 +606	+10%	+$25.9K	0.03%	304
2023 Q3	$282K	Sell	6,250 -54	-0.9%	-$2.36K	0.04%	268
2023 Q2	$256K	Sell	6,304 -236	-4%	-$9.6K	0.04%	258
2023 Q1	$271K	Hold	6,540	–	–	0.05%	254
2022 Q4	$286K	Buy	6,540 +200	+3%	+$8.71K	0.05%	218
2022 Q3	$228K	Buy	+6,340	New	+$240K	0.06%	233
2022 Q2	–	Sell	-5,394	Closed	-$206K	–	406
2022 Q1	$206K	Buy	+5,394	New	+$187K	0.03%	377
2019 Q2	–	Sell	-2,140	Closed	-$68.5K	–	988
2019 Q1	$70K	Sell	2,140 -1,868	-47%	-$60K	0.05%	242
2018 Q4	$114K	Sell	4,008 -292	-7%	-$9.8K	0.08%	163
2018 Q3	$162K	Hold	4,300	–	–	0.09%	139
2018 Q2	$163K	Buy	4,300 +4,008	+1,373%	+$149K	0.1%	131
2018 Q1	$9K	Sell	292 -200	-41%	-$7.08K	0.01%	454
2017 Q4	$17K	Buy	+492	New	+$16.9K	0.01%	373

Other funds holding XLE

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

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Avestar Capital's XLE Position: Q3 2026 in Review

Avestar Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 5,277 shares — an estimated $280K sold.

Avestar Capital first reported a position in XLE in Q4 2017 and held it in 23 quarters. The position peaked at $381K in Q2 2024. 1,099 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Avestar Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Avestar Capital sold 5,277 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $280K.
Avestar Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 23 quarters.
Avestar Capital's State Street Energy Select Sector SPDR ETF position peaked at $381K in Q2 2024.
1,099 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.