Convergence Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Convergence Financial’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	$220K	Buy	+3,572	New	+$217K	0.03%	253

Other funds holding XLE

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Convergence Financial's XLE Position: Q3 2026 in Review

Convergence Financial opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 3,572 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings.

1,659 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Convergence Financial held 3,572 shares of State Street Energy Select Sector SPDR ETF worth $220K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Convergence Financial position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.03% of Convergence Financial's portfolio in Q3 2026, its #253 holding.
1,659 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.