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

DecisionPoint 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	$2.07K	Buy	+33	New	+$2K	﹤0.01%	391
2026 Q2	–	Sell	-920	Closed	-$56.4K	–	1468
2026 Q1	$56.4K	Sell	920 -468	-34%	-$25.1K	0.01%	86
2025 Q4	$62.1K	Buy	+1,388	New	+$61.8K	0.01%	79

Other funds holding XLE

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

DecisionPoint Financial's XLE Position: Q3 2026 in Review

DecisionPoint Financial opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 33 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in XLE as recently as Q1 2026.

DecisionPoint Financial first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $62.1K in Q4 2025. 865 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

DecisionPoint Financial held 33 shares of State Street Energy Select Sector SPDR ETF worth $2.07K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new DecisionPoint Financial position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #391 holding.
DecisionPoint Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
DecisionPoint Financial's State Street Energy Select Sector SPDR ETF position peaked at $62.1K in Q4 2025.
865 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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