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

Buska 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 		$3.75M Sell
60,977
-47,150
-44% -$2.86M 1.29% 18
2026
Q2 		$5.74M Sell
108,127
-8,478
-7% -$485K 2.07% 13
2026
Q1 		$7.14M Sell
116,605
-19,557
-14% -$1.05M 2.87% 8
2025
Q4 		$6.09M Sell
136,162
-48,662
-26% -$2.17M 2.25% 12
2025
Q3 		$8.26M Sell
184,824
-42,170
-19% -$1.85M 2.48% 11
2025
Q2 		$9.63M Buy
226,994
+13,730
+6% +$572K 2.63% 10
2025
Q1 		$9.96M Buy
213,264
+8,134
+4% +$367K 3.12% 7
2024
Q4 		$8.79M Buy
205,130
+17,690
+9% +$804K 2.81% 9
2024
Q3 		$8.23M Buy
187,440
+12,032
+7% +$538K 2.87% 9
2024
Q2 		$7.99M Buy
175,408
+12,088
+7% +$563K 3.19% 8
2024
Q1 		$7.71M Buy
+163,320
New +$7.02M 3.38% 7

Other funds holding XLE

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
ET
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

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

Buska Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 44% in Q3 2026, selling an estimated $2.86M and leaving 60,977 shares worth $3.75M. The position accounts for 1.29% of the portfolio, ranked #18.

Buska Wealth Management first reported a position in XLE in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.96M in Q1 2025. 202 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Buska Wealth Management held 60,977 shares of State Street Energy Select Sector SPDR ETF worth $3.75M as of Q3 2026.
  • Buska Wealth Management sold 47,150 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $2.86M.
  • State Street Energy Select Sector SPDR ETF made up 1.29% of Buska Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Buska Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 11 quarters since.
  • Buska Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $9.96M in Q1 2025.
  • 202 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.