Essential Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Essential Partners’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	$2.37M	Buy	38,576 +1,668	+5%	+$101K	1.08%	11
2026 Q2	$1.96M	Buy	36,908 +2,966	+9%	+$170K	0.9%	14
2026 Q1	$2.08M	Buy	33,942 +910	+3%	+$48.8K	0.7%	21
2025 Q4	$1.48M	Buy	33,032 +9,872	+43%	+$440K	0.45%	48
2025 Q3	$1.03M	Buy	23,160 +274	+1%	+$12K	0.34%	79
2025 Q2	$971K	Buy	+22,886	New	+$953K	0.39%	72

Other funds holding XLE

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

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

SFGP

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

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Essential Partners's XLE Position: Q3 2026 in Review

Essential Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.5% in Q3 2026, buying an estimated $101K and bringing the position to 38,576 shares worth $2.37M. The position accounts for 1.08% of the portfolio, ranked #11.

Essential Partners first reported a position in XLE in Q2 2025 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Essential Partners held 38,576 shares of State Street Energy Select Sector SPDR ETF worth $2.37M as of Q3 2026.
Essential Partners bought 1,668 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $101K.
State Street Energy Select Sector SPDR ETF made up 1.08% of Essential Partners's portfolio in Q3 2026, its #11 holding.
Essential Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.