Cyndeo Wealth Partners
XLE icon

Cyndeo Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cyndeo Wealth Partners’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 		$911K Buy
14,820
+1,202
+9% +$72.9K 0.04% 282
2026
Q2 		$723K Buy
13,618
+1,882
+16% +$108K 0.03% 300
2026
Q1 		$719K Buy
11,736
+167
+1% +$8.96K 0.04% 274
2025
Q4 		$517K Sell
11,569
-11
-0.1% -$490 0.03% 315
2025
Q3 		$517K Sell
11,580
-658
-5% -$28.8K 0.03% 300
2025
Q2 		$519K Sell
12,238
-512
-4% -$21.3K 0.03% 301
2025
Q1 		$596K Sell
12,750
-574
-4% -$25.9K 0.04% 276
2024
Q4 		$571K Buy
13,324
+1,682
+14% +$76.4K 0.04% 276
2024
Q3 		$511K Buy
11,642
+3,058
+36% +$137K 0.04% 292
2024
Q2 		$391K Buy
8,584
+288
+3% +$13.4K 0.03% 301
2024
Q1 		$392K Sell
8,296
-326
-4% -$14K 0.03% 291
2023
Q4 		$361K Buy
8,622
+482
+6% +$20.6K 0.03% 287
2023
Q3 		$368K Sell
8,140
-918
-10% -$40.2K 0.04% 250
2023
Q2 		$368K Buy
9,058
+934
+11% +$38K 0.04% 242
2023
Q1 		$336K Sell
8,124
-1,350
-14% -$57.7K 0.04% 252
2022
Q4 		$414K Buy
+9,474
New +$412K 0.05% 230

Other funds holding XLE

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Cyndeo Wealth Partners's XLE Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.8% in Q3 2026, buying an estimated $72.9K and bringing the position to 14,820 shares worth $911K. The position accounts for 0.04% of the portfolio, ranked #282.

Cyndeo Wealth Partners first reported a position in XLE in Q4 2022 and has held it in 16 quarters since. 808 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Cyndeo Wealth Partners held 14,820 shares of State Street Energy Select Sector SPDR ETF worth $911K as of Q3 2026.
  • Cyndeo Wealth Partners bought 1,202 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $72.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #282 holding.
  • Cyndeo Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.