Financial Enhancement Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Enhancement Group’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	$7.81M	Sell	123,240 -19,293	-14%	-$1.17M	0.9%	41
2026 Q2	$7.57M	Buy	142,533 +4,896	+4%	+$280K	0.9%	40
2026 Q1	$7.57M	Buy	+137,637	New	+$7.38M	0.94%	39
2025 Q3	–	Sell	-52,318	Closed	-$2.33M	–	140
2025 Q2	$2.33M	Sell	52,318 -143,760	-73%	-$5.99M	0.33%	66
2025 Q1	$7.98M	Buy	196,078 +152,370	+349%	+$6.87M	1.25%	28
2024 Q4	$1.97M	Buy	+43,708	New	+$1.99M	0.3%	61
2023 Q4	–	Sell	-97,888	Closed	-$4.41M	–	130
2023 Q3	$4.41M	Buy	+97,888	New	+$4.28M	0.85%	44

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

Financial Enhancement Group's XLE Position: Q3 2026 in Review

Financial Enhancement Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q3 2026, selling an estimated $1.17M and leaving 123,240 shares worth $7.81M. The position accounts for 0.9% of the portfolio, ranked #41.

Financial Enhancement Group first reported a position in XLE in Q3 2023 and has held it in 7 quarters since. The position peaked at $7.98M in Q1 2025. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Financial Enhancement Group held 123,240 shares of State Street Energy Select Sector SPDR ETF worth $7.81M as of Q3 2026.
Financial Enhancement Group sold 19,293 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $1.17M.
State Street Energy Select Sector SPDR ETF made up 0.9% of Financial Enhancement Group's portfolio in Q3 2026, its #41 holding.
Financial Enhancement Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 7 quarters since.
Financial Enhancement Group's State Street Energy Select Sector SPDR ETF position peaked at $7.98M in Q1 2025.
124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.