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

Crumly & 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 		$5.69M Buy
92,587
+1,761
+2% +$107K 1.01% 26
2026
Q2 		$4.82M Sell
90,826
-24,624
-21% -$1.41M 0.92% 29
2026
Q1 		$7.07M Buy
115,450
+41
+0% +$2.2K 1.49% 23
2025
Q4 		$5.16M Buy
115,409
+53
+0% +$2.36K 1.08% 29
2025
Q3 		$5.15M Buy
115,356
+3,844
+3% +$168K 1.13% 27
2025
Q2 		$4.73M Sell
111,512
-2,448
-2% -$102K 1.15% 29
2025
Q1 		$5.32M Sell
113,960
-968
-0.8% -$43.6K 1.47% 23
2024
Q4 		$4.92M Sell
114,928
-268
-0.2% -$12.2K 1.34% 25
2024
Q3 		$5.06M Sell
115,196
-7,758
-6% -$347K 1.4% 24
2024
Q2 		$5.6M Sell
122,954
-3,858
-3% -$180K 1.61% 22
2024
Q1 		$5.99M Sell
126,812
-5,850
-4% -$251K 1.57% 24
2023
Q4 		$5.56M Sell
132,662
-117,386
-47% -$5.02M 1.62% 23
2023
Q3 		$11.3M Sell
250,048
-4,876
-2% -$213K 4.44% 4
2023
Q2 		$10.3M Sell
254,924
-994
-0.4% -$40.5K 4.14% 3
2023
Q1 		$10.6M Buy
255,918
+1,776
+0.7% +$75.9K 4.6% 4
2022
Q4 		$11.1M Buy
254,142
+12,144
+5% +$529K 4.19% 6
2022
Q3 		$8.71M Sell
241,998
-28,528
-11% -$1.08M 3.59% 9
2022
Q2 		$9.67M Buy
270,526
+12,396
+5% +$497K 4.02% 8
2022
Q1 		$9.87M Sell
258,130
-3,732
-1% -$129K 3.7% 9
2021
Q4 		$8.88M Buy
261,862
+65,844
+34% +$1.86M 3.5% 11
2021
Q3 		$5.11M Buy
196,018
+27,830
+17% +$689K 2.37% 15
2021
Q2 		$4.53M Buy
168,188
+22,520
+15% +$586K 2.19% 15
2021
Q1 		$3.57M Buy
+145,668
New +$3.36M 2.09% 17

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

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

Crumly & Associates increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q3 2026, buying an estimated $107K and bringing the position to 92,587 shares worth $5.69M. The position accounts for 1.01% of the portfolio, ranked #26.

Crumly & Associates first reported a position in XLE in Q1 2021 and has held it in 23 quarters since. The position peaked at $11.3M in Q3 2023. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Crumly & Associates held 92,587 shares of State Street Energy Select Sector SPDR ETF worth $5.69M as of Q3 2026.
  • Crumly & Associates bought 1,761 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $107K.
  • State Street Energy Select Sector SPDR ETF made up 1.01% of Crumly & Associates's portfolio in Q3 2026, its #26 holding.
  • Crumly & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 23 quarters since.
  • Crumly & Associates's State Street Energy Select Sector SPDR ETF position peaked at $11.3M in Q3 2023.
  • 124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.