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

Financial Guidance 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	$4.99M	Sell	81,175 -1,272	-2%	-$77.1K	1.79%	18
2026 Q2	$4.38M	Sell	82,447 -273	-0.3%	-$15.6K	1.64%	18
2026 Q1	$5.07M	Sell	82,720 -1,621	-2%	-$87K	2.04%	17
2025 Q4	$3.77M	Sell	84,341 -855	-1%	-$38.1K	1.54%	22
2025 Q3	$3.81M	Sell	85,196 -4,784	-5%	-$209K	1.71%	21
2025 Q2	$3.82M	Sell	89,980 -43,688	-33%	-$1.82M	1.85%	20
2025 Q1	$6.25M	Buy	133,668 +4,088	+3%	+$184K	3.37%	9
2024 Q4	$5.55M	Sell	129,580 -2,798	-2%	-$127K	3.04%	10
2024 Q3	$5.81M	Sell	132,378 -3,296	-2%	-$147K	3.39%	8
2024 Q2	$6.18M	Sell	135,674 -2,274	-2%	-$106K	3.8%	8
2024 Q1	$6.51M	Buy	137,948 +974	+0.7%	+$41.8K	4.23%	7
2023 Q4	$5.74M	Sell	136,974 -1,586	-1%	-$67.8K	3.99%	8
2023 Q3	$6.26M	Sell	138,560 -514	-0.4%	-$22.5K	4.71%	8
2023 Q2	$5.64M	Sell	139,074 -3,026	-2%	-$123K	4.15%	8
2023 Q1	$5.89M	Buy	142,100 +1,646	+1%	+$70.4K	4.48%	7
2022 Q4	$6.14M	Buy	140,454 +1,762	+1%	+$76.7K	5%	5
2022 Q3	$4.99M	Buy	+138,692	New	+$5.25M	4%	8

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 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 13.06% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

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

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

Financial Guidance Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q3 2026, selling an estimated $77.1K and leaving 81,175 shares worth $4.99M. The position accounts for 1.79% of the portfolio, ranked #18.

Financial Guidance Group first reported a position in XLE in Q3 2022 and has held it in 17 quarters since. The position peaked at $6.51M in Q1 2024. 1,303 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Financial Guidance Group held 81,175 shares of State Street Energy Select Sector SPDR ETF worth $4.99M as of Q3 2026.
Financial Guidance Group sold 1,272 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $77.1K.
State Street Energy Select Sector SPDR ETF made up 1.79% of Financial Guidance Group's portfolio in Q3 2026, its #18 holding.
Financial Guidance Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 17 quarters since.
Financial Guidance Group's State Street Energy Select Sector SPDR ETF position peaked at $6.51M in Q1 2024.
1,303 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Financial Guidance Group's 13F filing for Q3 2026, filed 21 Oct 2026.