Blue Zone Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Blue Zone Wealth Advisors's XLE Position: Q3 2026 in Review

Blue Zone Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.5% in Q3 2026, buying an estimated $39.6K and bringing the position to 9,403 shares worth $578K. The position accounts for 0.09% of the portfolio, ranked #76.

Blue Zone Wealth Advisors first reported a position in XLE in Q1 2022 and has held it in 15 quarters since. 1,245 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

• Blue Zone Wealth Advisors held 9,403 shares of State Street Energy Select Sector SPDR ETF worth $578K as of Q3 2026.
• Blue Zone Wealth Advisors bought 653 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $39.6K.
• State Street Energy Select Sector SPDR ETF made up 0.09% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #76 holding.
• Blue Zone Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
• 1,245 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.