Discipline Wealth Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Discipline Wealth Solutions’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	$852K	Sell	13,848 -540	-4%	-$32.7K	0.07%	91
2026 Q2	$764K	Buy	14,388 +627	+5%	+$35.8K	0.07%	101
2026 Q1	$843K	Buy	13,761 +4,965	+56%	+$266K	0.09%	81
2025 Q4	$393K	Buy	+8,796	New	+$392K	0.07%	116

Other funds holding XLE

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Discipline Wealth Solutions's XLE Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.8% in Q3 2026, selling an estimated $32.7K and leaving 13,848 shares worth $852K. The position accounts for 0.07% of the portfolio, ranked #91.

Discipline Wealth Solutions first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Discipline Wealth Solutions held 13,848 shares of State Street Energy Select Sector SPDR ETF worth $852K as of Q3 2026.
Discipline Wealth Solutions sold 540 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $32.7K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Discipline Wealth Solutions's portfolio in Q3 2026, its #91 holding.
Discipline Wealth Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
572 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.