Birchbrook’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
$54.2K Hold
881
– – 0.03% 124
2026
Q2
$46.8K Buy
881
+201
+30% +$11.5K 0.02% 136
2026
Q1
$41.7K Hold
680
– – 0.02% 131
2025
Q4
$30.4K Hold
680
– – 0.02% 152
2025
Q3
$30.4K Hold
680
– – 0.02% 142
2025
Q2
$28.8K Hold
680
– – 0.02% 141
2025
Q1
$31.8K Hold
680
– – 0.02% 135
2024
Q4
$29.1K Hold
680
– – 0.02% 140
2024
Q3
$29.9K Hold
680
– – 0.02% 134
2024
Q2
$31K Hold
680
– – 0.02% 139
2024
Q1
$32.1K Hold
680
– – 0.02% 138
2023
Q4
$28.5K Buy
+680
New +$29.1K 0.02% 145

Other funds holding XLE

Birchbrook's XLE Position: Q3 2026 in Review

Birchbrook held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 881 shares worth $54.2K. The position accounts for 0.03% of the portfolio, ranked #124.

Birchbrook first reported a position in XLE in Q4 2023 and has held it in 12 quarters since. 962 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Birchbrook held 881 shares of State Street Energy Select Sector SPDR ETF worth $54.2K as of Q3 2026.
  • Birchbrook left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Birchbrook's portfolio in Q3 2026, its #124 holding.
  • Birchbrook first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • 962 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.