Eagle Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Eagle Strategies’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	$336K	Sell	5,471 -3,016	-36%	-$183K	0.03%	225
2026 Q2	$451K	Sell	8,487 -287	-3%	-$16.4K	0.04%	198
2026 Q1	$538K	Sell	8,774 -23,782	-73%	-$1.28M	0.06%	177
2025 Q4	$1.46M	Sell	32,556 -9,210	-22%	-$410K	0.19%	106
2025 Q3	$1.87M	Buy	41,766 +262	+0.6%	+$11.5K	0.25%	84
2025 Q2	$1.76M	Buy	41,504 +30,978	+294%	+$1.29M	0.27%	78
2025 Q1	$492K	Sell	10,526 -198	-2%	-$8.93K	0.09%	143
2024 Q4	$459K	Buy	+10,724	New	+$487K	0.08%	147
2024 Q3	–	Sell	-6,080	Closed	-$277K	–	220
2024 Q2	$277K	Sell	6,080 -95,084	-94%	-$4.43M	0.05%	173
2024 Q1	$4.78M	Buy	101,164 +94,930	+1,523%	+$4.08M	1.06%	20
2023 Q4	$261K	Buy	6,234 +72	+1%	+$3.08K	0.06%	165
2023 Q3	$279K	Buy	6,162 +78	+1%	+$3.41K	0.07%	153
2023 Q2	$247K	Sell	6,084 -1,386	-19%	-$56.5K	0.06%	164
2023 Q1	$309K	Sell	7,470 -22	-0.3%	-$941	0.08%	143
2022 Q4	$328K	Sell	7,492 -2,044	-21%	-$89K	0.1%	128
2022 Q3	$343K	Buy	+9,536	New	+$361K	0.18%	77

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Eagle Strategies's XLE Position: Q3 2026 in Review

Eagle Strategies reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 36% in Q3 2026, selling an estimated $183K and leaving 5,471 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #225.

Eagle Strategies first reported a position in XLE in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.78M in Q1 2024. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Eagle Strategies held 5,471 shares of State Street Energy Select Sector SPDR ETF worth $336K as of Q3 2026.
Eagle Strategies sold 3,016 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $183K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Eagle Strategies's portfolio in Q3 2026, its #225 holding.
Eagle Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Eagle Strategies's State Street Energy Select Sector SPDR ETF position peaked at $4.78M in Q1 2024.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.