Clune & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clune & Associates’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	$852K	Sell	13,858 -144	-1%	-$8.73K	0.13%	86
2026 Q2	$744K	Sell	14,002 -1,545	-10%	-$88.3K	0.11%	95
2026 Q1	$952K	Sell	15,547 -559	-3%	-$30K	0.18%	91
2025 Q4	$720K	Buy	16,106 +216	+1%	+$9.6K	0.16%	101
2025 Q3	$710K	Buy	15,890 +1,890	+14%	+$82.7K	0.18%	97
2025 Q2	$594K	Buy	14,000 +6	+0%	+$250	0.16%	102
2025 Q1	$654K	Buy	13,994 +736	+6%	+$33.2K	0.2%	90
2024 Q4	$568K	Buy	+13,258	New	+$603K	0.19%	94

Other funds holding XLE

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Clune & Associates's XLE Position: Q3 2026 in Review

Clune & Associates reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1% in Q3 2026, selling an estimated $8.73K and leaving 13,858 shares worth $852K. The position accounts for 0.13% of the portfolio, ranked #86.

Clune & Associates first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. The position peaked at $952K in Q1 2026. 592 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Clune & Associates held 13,858 shares of State Street Energy Select Sector SPDR ETF worth $852K as of Q3 2026.
Clune & Associates sold 144 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $8.73K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Clune & Associates's portfolio in Q3 2026, its #86 holding.
Clune & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's State Street Energy Select Sector SPDR ETF position peaked at $952K in Q1 2026.
592 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.