BigSur Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

BigSur Wealth Management’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	$1.85M	Sell	30,060 -18,220	-38%	-$1.1M	0.44%	62
2026 Q2	$2.56M	Sell	48,280 -9,760	-17%	-$558K	0.62%	48
2026 Q1	$3.56M	Sell	58,040 -12,000	-17%	-$644K	1%	28
2025 Q4	$3.13M	Sell	70,040 -4,870	-7%	-$217K	0.76%	35
2025 Q3	$3.35M	Sell	74,910 -4,060	-5%	-$178K	0.82%	35
2025 Q2	$3.35M	Sell	78,970 -3,200	-4%	-$133K	0.85%	36
2025 Q1	$3.84M	Sell	82,170 -1,000	-1%	-$45.1K	1.04%	25
2024 Q4	$3.56M	Sell	83,170 -29,900	-26%	-$1.36M	1.02%	28
2024 Q3	$4.96M	Buy	113,070 +8,860	+9%	+$396K	1.37%	18
2024 Q2	$4.75M	Sell	104,210 -12,734	-11%	-$593K	1.45%	17
2024 Q1	$5.52M	Buy	116,944 +7,664	+7%	+$329K	1.73%	13
2023 Q4	$4.58M	Sell	109,280 -3,600	-3%	-$154K	2.18%	8
2023 Q3	$5.1M	Buy	112,880 +8,550	+8%	+$374K	2.57%	6
2023 Q2	$4.23M	Sell	104,330 -6,200	-6%	-$253K	2.02%	9
2023 Q1	$4.58M	Sell	110,530 -27,800	-20%	-$1.19M	2.15%	7
2022 Q4	$6.05M	Sell	138,330 -11,720	-8%	-$510K	2.92%	6
2022 Q3	$5.4M	Sell	150,050 -7,020	-4%	-$265K	2.73%	7
2022 Q2	$5.62M	Buy	157,070 +26,600	+20%	+$1.07M	2.65%	6
2022 Q1	$4.99M	Buy	130,470 +18,000	+16%	+$623K	1.94%	10
2021 Q4	$3.12M	Buy	112,470 +17,090	+18%	+$483K	1.22%	25
2021 Q3	$2.48M	Buy	95,380 +5,400	+6%	+$134K	1.12%	25
2021 Q2	$2.42M	Buy	89,980 +9,000	+11%	+$234K	1.09%	29
2021 Q1	$1.99M	Buy	80,980 +10,380	+15%	+$239K	1.02%	28
2020 Q4	$1.34M	Sell	70,600 -11,070	-14%	-$191K	0.76%	41
2020 Q3	$1.22M	Buy	81,670 +35,400	+77%	+$629K	0.78%	40
2020 Q2	$876K	Sell	46,270 -25,000	-35%	-$465K	0.63%	43
2020 Q1	$1.04M	Sell	71,270 -10,400	-13%	-$247K	0.78%	31
2019 Q4	$2.52M	Sell	81,670 -20,000	-20%	-$593K	1.43%	16
2019 Q3	$3.01M	Hold	101,670	–	–	2.03%	8
2019 Q2	$3.24M	Buy	101,670 +75,260	+285%	+$2.41M	2.26%	6
2019 Q1	$873K	Hold	26,410	–	–	0.57%	42
2018 Q4	$757K	Buy	26,410 +14,740	+126%	+$493K	0.54%	39
2018 Q3	$442K	Sell	11,670 -200	-2%	-$7.5K	0.28%	62
2018 Q2	$451K	Sell	11,870 -20,000	-63%	-$743K	0.33%	58
2018 Q1	$1.07M	Buy	31,870 +20,000	+168%	+$708K	0.77%	24
2017 Q4	$429K	Sell	11,870 -1,730	-13%	-$59.6K	0.43%	53
2017 Q3	$466K	Sell	13,600 -5,218	-28%	-$170K	0.47%	54
2017 Q2	$613K	Hold	18,818	–	–	0.62%	40
2017 Q1	$633K	Buy	18,818 +10,000	+113%	+$361K	0.68%	36
2016 Q4	$332K	Buy	+8,818	New	+$319K	0.44%	53

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

BigSur Wealth Management's XLE Position: Q3 2026 in Review

BigSur Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 38% in Q3 2026, selling an estimated $1.1M and leaving 30,060 shares worth $1.85M. The position accounts for 0.44% of the portfolio, ranked #62.

BigSur Wealth Management first reported a position in XLE in Q4 2016 and has held it in 40 quarters since. The position peaked at $6.05M in Q4 2022. 282 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

BigSur Wealth Management held 30,060 shares of State Street Energy Select Sector SPDR ETF worth $1.85M as of Q3 2026.
BigSur Wealth Management sold 18,220 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $1.1M.
State Street Energy Select Sector SPDR ETF made up 0.44% of BigSur Wealth Management's portfolio in Q3 2026, its #62 holding.
BigSur Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 40 quarters since.
BigSur Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $6.05M in Q4 2022.
282 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.