Avidian Wealth Enterprises’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.31M | Sell |
21,320
-109
| -0.5% | -$6.61K | 0.04% | 278 |
|
|
2026
Q2 | $1.14M | Sell |
21,429
-97
| -0.5% | -$5.55K | 0.03% | 295 |
|
|
2026
Q1 | $1.32M | Sell |
21,526
-10,814
| -33% | -$580K | 0.04% | 255 |
|
|
2025
Q4 | $1.45M | Buy |
32,340
+458
| +1% | +$20.4K | 0.05% | 177 |
|
|
2025
Q3 | $1.42M | Sell |
31,882
-4,300
| -12% | -$188K | 0.05% | 174 |
|
|
2025
Q2 | $1.53M | Sell |
36,182
-240
| -0.7% | -$10K | 0.06% | 159 |
|
|
2025
Q1 | $1.7M | Buy |
36,422
+258
| +0.7% | +$11.6K | 0.08% | 138 |
|
|
2024
Q4 | $1.55M | Sell |
36,164
-2,058
| -5% | -$93.5K | 0.07% | 144 |
|
|
2024
Q3 | $1.68M | Buy |
38,222
+4,438
| +13% | +$198K | 0.08% | 140 |
|
|
2024
Q2 | $1.54M | Buy |
33,784
+68
| +0.2% | +$3.17K | 0.06% | 139 |
|
|
2024
Q1 | $1.59M | Sell |
33,716
-5,100
| -13% | -$219K | 0.08% | 124 |
|
|
2023
Q4 | $1.63M | Buy |
38,816
+2,628
| +7% | +$112K | 0.1% | 125 |
|
|
2023
Q3 | $1.64M | Sell |
36,188
-38,918
| -52% | -$1.7M | 0.12% | 113 |
|
|
2023
Q2 | $3.05M | Sell |
75,106
-193,282
| -72% | -$7.87M | 0.2% | 88 |
|
|
2023
Q1 | $11.1M | Buy |
268,388
+117,048
| +77% | +$5M | 0.61% | 34 |
|
|
2022
Q4 | $6.62M | Sell |
151,340
-46,730
| -24% | -$2.03M | 0.43% | 50 |
|
|
2022
Q3 | $7.13M | Sell |
198,070
-234,502
| -54% | -$8.87M | 0.52% | 43 |
|
|
2022
Q2 | $15.5M | Buy |
432,572
+126,316
| +41% | +$5.07M | 1.09% | 20 |
|
|
2022
Q1 | $11.7M | Buy |
306,256
+137,890
| +82% | +$4.78M | 0.72% | 32 |
|
|
2021
Q4 | $4.67M | Buy |
168,366
+105,062
| +166% | +$2.97M | 0.29% | 69 |
|
|
2021
Q3 | $1.65M | Sell |
63,304
-173,940
| -73% | -$4.31M | 0.13% | 96 |
|
|
2021
Q2 | $6.39M | Buy |
237,244
+187,706
| +379% | +$4.88M | 0.49% | 39 |
|
|
2021
Q1 | $1.22M | Buy |
49,538
+8,720
| +21% | +$201K | 0.1% | 108 |
|
|
2020
Q4 | $774K | Buy |
+40,818
| New | +$703K | 0.07% | 133 |
|
|
2020
Q3 | – | Sell |
-20,164
| Closed | -$382K | – | 309 |
|
|
2020
Q2 | $382K | Buy |
+20,164
| New | +$375K | 0.05% | 162 |
|
|
2018
Q2 | – | Sell |
-7,948
| Closed | -$268K | – | 119 |
|
|
2018
Q1 | $268K | Sell |
7,948
-15,558
| -66% | -$551K | 0.09% | 82 |
|
|
2017
Q4 | $849K | Sell |
23,506
-2,452
| -9% | -$84.4K | 0.23% | 34 |
|
|
2017
Q3 | $889K | Sell |
25,958
-8,194
| -24% | -$267K | 0.34% | 28 |
|
|
2017
Q2 | $1.11M | Buy |
34,152
+16,186
| +90% | +$544K | 0.46% | 17 |
|
|
2017
Q1 | $628K | Buy |
17,966
+5,136
| +40% | +$186K | 0.24% | 30 |
|
|
2016
Q4 | $465K | Sell |
12,830
-234
| -2% | -$8.46K | 0.2% | 37 |
|
|
2016
Q3 | $461K | Sell |
13,064
-144,606
| -92% | -$4.95M | 0.19% | 37 |
|
|
2016
Q2 | $5.38M | Sell |
157,670
-3,330
| -2% | -$110K | 1.96% | 13 |
|
|
2016
Q1 | $493K | Buy |
+161,000
| New | +$4.67M | 0.26% | 23 |
|
|
2015
Q3 | – | Sell |
-260,208
| Closed | -$9.8M | – | 43 |
|
|
2015
Q2 | $9.8M | Sell |
260,208
-162,580
| -38% | -$6.45M | 4.08% | 10 |
|
|
2015
Q1 | $16.4M | Buy |
422,788
+83,922
| +25% | +$3.25M | 6.94% | 6 |
|
|
2014
Q4 | $13.4M | Sell |
338,866
-6,604
| -2% | -$275K | 5.52% | 9 |
|
|
2014
Q3 | $15.7M | Sell |
345,470
-55,170
| -14% | -$2.67M | 6.13% | 6 |
|
|
2014
Q2 | $20.1M | Buy |
400,640
+146,630
| +58% | +$6.94M | 7.39% | 5 |
|
|
2014
Q1 | $11.3M | Buy |
254,010
+114,098
| +82% | +$4.92M | 6.41% | 7 |
|
|
2013
Q4 | $6.04M | Buy |
+139,912
| New | +$6.02M | 5.56% | 7 |
|
Other funds holding XLE
Avidian Wealth Enterprises's XLE Position: Q3 2026 in Review
Avidian Wealth Enterprises reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.51% in Q3 2026, selling an estimated $6.61K and leaving 21,320 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #278.
Avidian Wealth Enterprises first reported a position in XLE in Q4 2013 and has held it in 41 quarters since. The position peaked at $20.1M in Q2 2014. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Avidian Wealth Enterprises held 21,320 shares of State Street Energy Select Sector SPDR ETF worth $1.31M as of Q3 2026.
- Avidian Wealth Enterprises sold 109 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $6.61K.
- State Street Energy Select Sector SPDR ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #278 holding.
- Avidian Wealth Enterprises first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 41 quarters since.
- Avidian Wealth Enterprises's State Street Energy Select Sector SPDR ETF position peaked at $20.1M in Q2 2014.
- 704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.