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Coastline Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Coastline Trust’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 		– Sell
-4,272
Closed -$227K – 402
2026
Q2 		$227K Hold
4,272
– – 0.02% 199
2026
Q1 		$262K Buy
4,272
+750
+21% +$40.2K 0.03% 187
2025
Q4 		$157K Buy
3,522
+3,172
+906% +$141K 0.01% 215
2025
Q3 		$15.6K Hold
350
– – ﹤0.01% 321
2025
Q2 		$14.8K Sell
350
-850
-71% -$35.4K ﹤0.01% 327
2025
Q1 		$56.1K Sell
1,200
-7,254
-86% -$327K 0.01% 263
2024
Q4 		$362K Buy
8,454
+350
+4% +$15.9K 0.04% 171
2024
Q3 		$356K Hold
8,104
– – 0.04% 175
2024
Q2 		$369K Sell
8,104
-1,800
-18% -$83.8K 0.04% 189
2024
Q1 		$468K Buy
+9,904
New +$425K 0.06% 184

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

Coastline Trust's XLE Position: Q3 2026 in Review

Coastline Trust sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 4,272 shares — an estimated $227K sold.

Coastline Trust first reported a position in XLE in Q1 2024 and held it in 10 quarters. The position peaked at $468K in Q1 2024. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Coastline Trust reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 4,272 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $227K.
  • Coastline Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and held it in 10 quarters.
  • Coastline Trust's State Street Energy Select Sector SPDR ETF position peaked at $468K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.