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Byrne Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Byrne Asset 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 		$118K Buy
1,886
+75
+4% +$4.55K 0.07% 210
2026
Q2 		$96.2K Sell
1,811
-158
-8% -$9.03K 0.05% 246
2026
Q1 		$121K Sell
1,969
-178
-8% -$9.55K 0.07% 201
2025
Q4 		$96K Buy
2,147
+59
+3% +$2.63K 0.05% 230
2025
Q3 		$93.3K Buy
2,088
+376
+22% +$16.5K 0.06% 170
2025
Q2 		$72.6K Buy
1,712
+276
+19% +$11.5K 0.05% 181
2025
Q1 		$67.1K Buy
1,436
+182
+15% +$8.21K 0.05% 179
2024
Q4 		$53.7K Buy
1,254
+76
+6% +$3.45K 0.04% 187
2024
Q3 		$51.7K Buy
1,178
+4
+0.3% +$179 0.04% 193
2024
Q2 		$53.3K Buy
1,174
+12
+1% +$559 0.04% 191
2024
Q1 		$54.9K Buy
1,162
+178
+18% +$7.65K 0.04% 194
2023
Q4 		$42K Sell
984
-24
-2% -$1.03K 0.03% 207
2023
Q3 		$46K Buy
1,008
+114
+13% +$4.99K 0.04% 193
2023
Q2 		$36K Sell
894
-36
-4% -$1.47K 0.02% 268
2023
Q1 		$39K Buy
930
+138
+17% +$5.9K 0.03% 245
2022
Q4 		$34.6K Buy
792
+68
+9% +$2.96K 0.03% 259
2022
Q3 		$26K Buy
724
+18
+3% +$681 0.02% 265
2022
Q2 		$25K Buy
706
+68
+11% +$2.73K 0.02% 248
2022
Q1 		$24K Buy
638
+132
+26% +$4.57K 0.02% 290
2021
Q4 		$14K Buy
+506
New +$14.3K 0.01% 342

Other funds holding XLE

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Byrne Asset Management's XLE Position: Q3 2026 in Review

Byrne Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.1% in Q3 2026, buying an estimated $4.55K and bringing the position to 1,886 shares worth $118K. The position accounts for 0.07% of the portfolio, ranked #210.

Byrne Asset Management first reported a position in XLE in Q4 2021 and has held it in 20 quarters since. The position peaked at $121K in Q1 2026. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Byrne Asset Management held 1,886 shares of State Street Energy Select Sector SPDR ETF worth $118K as of Q3 2026.
  • Byrne Asset Management bought 75 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $4.55K.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Byrne Asset Management's portfolio in Q3 2026, its #210 holding.
  • Byrne Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
  • Byrne Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $121K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.