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

Cherry Tree 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	$23.2K	Hold	378	–	–	﹤0.01%	354
2026 Q2	$20.1K	Buy	378 +166	+78%	+$9.49K	﹤0.01%	371
2026 Q1	$13K	Buy	212 +62	+41%	+$3.33K	﹤0.01%	385
2025 Q4	$6.71K	Hold	150	–	–	﹤0.01%	462
2025 Q3	$6.7K	Hold	150	–	–	﹤0.01%	447
2025 Q2	$6.36K	Hold	150	–	–	﹤0.01%	454
2025 Q1	$7.01K	Hold	150	–	–	﹤0.01%	484
2024 Q4	$6.42K	Buy	+150	New	+$6.82K	﹤0.01%	462

Other funds holding XLE

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

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

Cherry Tree Wealth Management's XLE Position: Q3 2026 in Review

Cherry Tree Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 378 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Cherry Tree Wealth Management first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. 916 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Cherry Tree Wealth Management held 378 shares of State Street Energy Select Sector SPDR ETF worth $23.2K as of Q3 2026.
Cherry Tree Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #354 holding.
Cherry Tree Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
916 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.