Farther Finance Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Farther Finance Advisors’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	$8.85M	Sell	143,917 -10,887	-7%	-$660K	0.06%	280
2026 Q2	$8.22M	Buy	154,804 +7,946	+5%	+$454K	0.06%	268
2026 Q1	$8.66M	Buy	146,858 +37,278	+34%	+$2M	0.08%	219
2025 Q4	$4.9M	Buy	109,580 +31,240	+40%	+$1.39M	0.05%	312
2025 Q3	$3.5M	Buy	78,340 +4,994	+7%	+$219K	0.05%	301
2025 Q2	$3.11M	Buy	73,346 +13,742	+23%	+$572K	0.06%	257
2025 Q1	$2.8M	Buy	59,604 +20,024	+51%	+$903K	0.07%	244
2024 Q4	$1.7M	Buy	39,580 +2,574	+7%	+$117K	0.06%	246
2024 Q3	$1.62M	Buy	37,006 +19,244	+108%	+$860K	0.06%	234
2024 Q2	$810K	Buy	17,762 +9,810	+123%	+$457K	0.04%	346
2024 Q1	$378K	Buy	7,952 +3,590	+82%	+$154K	0.02%	473
2023 Q4	$183K	Sell	4,362 -2,060	-32%	-$88.1K	0.01%	573
2023 Q3	$290K	Sell	6,422 -132	-2%	-$5.78K	0.05%	301
2023 Q2	$266K	Sell	6,554 -5,754	-47%	-$234K	0.06%	272
2023 Q1	$510K	Buy	12,308 +1,742	+16%	+$74.5K	0.15%	129
2022 Q4	$462K	Buy	+10,566	New	+$460K	0.18%	116

Other funds holding XLE

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Farther Finance Advisors's XLE Position: Q3 2026 in Review

Farther Finance Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7% in Q3 2026, selling an estimated $660K and leaving 143,917 shares worth $8.85M. The position accounts for 0.06% of the portfolio, ranked #280.

Farther Finance Advisors first reported a position in XLE in Q4 2022 and has held it in 16 quarters since. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Farther Finance Advisors held 143,917 shares of State Street Energy Select Sector SPDR ETF worth $8.85M as of Q3 2026.
Farther Finance Advisors sold 10,887 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $660K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #280 holding.
Farther Finance Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.