Dynamic Advisor Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Dynamic Advisor 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	$4.46M	Sell	72,529 -1,282	-2%	-$77.7K	0.13%	171
2026 Q2	$3.92M	Sell	73,811 -8,372	-10%	-$479K	0.11%	196
2026 Q1	$5.03M	Buy	82,183 +3,979	+5%	+$213K	0.16%	146
2025 Q4	$3.5M	Sell	78,204 -13,492	-15%	-$601K	0.11%	195
2025 Q3	$4.1M	Buy	91,696 +3,184	+4%	+$139K	0.12%	193
2025 Q2	$3.75M	Sell	88,512 -19,070	-18%	-$794K	0.12%	202
2025 Q1	$5.03M	Buy	+107,582	New	+$4.85M	0.17%	151
2024 Q4	–	Sell	-82,558	Closed	-$3.62M	–	936
2024 Q3	$3.62M	Sell	82,558 -4,562	-5%	-$204K	0.11%	213
2024 Q2	$3.97M	Buy	87,120 +2,190	+3%	+$102K	0.13%	196
2024 Q1	$4.01M	Sell	84,930 -14,568	-15%	-$626K	0.14%	192
2023 Q4	$4.21M	Sell	99,498 -1,632	-2%	-$69.8K	0.16%	177
2023 Q3	$4.57M	Buy	101,130 +156	+0.2%	+$6.83K	0.22%	129
2023 Q2	$4.1M	Buy	100,974 +402	+0.4%	+$16.4K	0.21%	139
2023 Q1	$4.17M	Buy	100,572 +25,862	+35%	+$1.11M	0.24%	114
2022 Q4	$3.27M	Sell	74,710 -798	-1%	-$34.7K	0.22%	114
2022 Q3	$2.72M	Sell	75,508 -11,178	-13%	-$423K	0.21%	121
2022 Q2	$3.1M	Sell	86,686 -8,556	-9%	-$343K	0.24%	99
2022 Q1	$3.64M	Buy	95,242 +30,920	+48%	+$1.07M	0.25%	95
2021 Q4	$1.78M	Sell	64,322 -54,580	-46%	-$1.54M	0.13%	177
2021 Q3	$3.1M	Buy	118,902 +19,132	+19%	+$474K	0.23%	103
2021 Q2	$2.69M	Buy	99,770 +23,068	+30%	+$600K	0.21%	118
2021 Q1	$1.88M	Buy	+76,702	New	+$1.77M	0.17%	146
2020 Q3	–	Sell	-66,734	Closed	-$1.26M	–	653
2020 Q2	$1.26M	Buy	+66,734	New	+$1.24M	0.17%	150
2020 Q1	–	Sell	-104,912	Closed	-$3.15M	–	605
2019 Q4	$3.15M	Buy	+104,912	New	+$3.11M	0.43%	59
2014 Q1	–	Sell	-11,234	Closed	-$497K	–	219
2013 Q4	$497K	Buy	+11,234	New	+$484K	0.37%	95

Other funds holding XLE

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

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's XLE Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q3 2026, selling an estimated $77.7K and leaving 72,529 shares worth $4.46M. The position accounts for 0.13% of the portfolio, ranked #171.

Dynamic Advisor Solutions first reported a position in XLE in Q4 2013 and has held it in 25 quarters since. The position peaked at $5.03M in Q1 2026. 467 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Dynamic Advisor Solutions held 72,529 shares of State Street Energy Select Sector SPDR ETF worth $4.46M as of Q3 2026.
Dynamic Advisor Solutions sold 1,282 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $77.7K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #171 holding.
Dynamic Advisor Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 25 quarters since.
Dynamic Advisor Solutions's State Street Energy Select Sector SPDR ETF position peaked at $5.03M in Q1 2026.
467 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.