Dynamic Advisor Solutions
XLE icon

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
2021
Q2 		– Sell
-2,000
Closed -$8K – 821
2021
Q1 		$8K Buy
+2,000
New +$46.1K ﹤0.01% 669

Other funds holding XLE

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
ET
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
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
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.