Focus Financial Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Focus Financial Network’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	$27.1M	Buy	440,388 +330,650	+301%	+$20M	0.82%	24
2026 Q2	$5.83M	Buy	109,738 +14,945	+16%	+$855K	0.18%	96
2026 Q1	$5.81M	Sell	94,793 -475	-0.5%	-$25.5K	0.21%	82
2025 Q4	$4.26M	Sell	95,268 -4,040	-4%	-$180K	0.15%	115
2025 Q3	$4.44M	Sell	99,308 -29,666	-23%	-$1.3M	0.16%	106
2025 Q2	$5.47M	Sell	128,974 -14,370	-10%	-$598K	0.22%	80
2025 Q1	$6.7M	Buy	143,344 +5,584	+4%	+$252K	0.27%	72
2024 Q4	$5.9M	Buy	137,760 +23,752	+21%	+$1.08M	0.23%	78
2024 Q3	$5M	Sell	114,008 -2,146	-2%	-$95.9K	0.2%	84
2024 Q2	$5.41M	Sell	116,154 -10,566	-8%	-$492K	0.23%	77
2024 Q1	$5.95M	Sell	126,720 -42,172	-25%	-$1.81M	0.29%	69
2023 Q4	$7.08M	Sell	168,892 -12,440	-7%	-$532K	0.27%	85
2023 Q3	$8.2M	Buy	181,332 +28,034	+18%	+$1.23M	0.46%	43
2023 Q2	$6.22M	Sell	153,298 -35,482	-19%	-$1.45M	0.35%	58
2023 Q1	$7.82M	Buy	188,780 +37,624	+25%	+$1.61M	0.49%	44
2022 Q4	$6.61M	Buy	151,156 +9,002	+6%	+$392K	0.54%	40
2022 Q3	$5.12M	Sell	142,154 -57,096	-29%	-$2.16M	0.44%	43
2022 Q2	$7.12M	Buy	199,250 +32,382	+19%	+$1.3M	0.59%	36
2022 Q1	$6.38M	Buy	166,868 +136,696	+453%	+$4.73M	0.44%	43
2021 Q4	$837K	Buy	30,172 +120	+0.4%	+$3.39K	0.12%	149
2021 Q3	$783K	Sell	30,052 -2,188	-7%	-$54.2K	0.1%	176
2021 Q2	$868K	Buy	32,240 +5,642	+21%	+$147K	0.12%	169
2021 Q1	$652K	Sell	26,598 -8,042	-23%	-$186K	0.08%	211
2020 Q4	$656K	Buy	34,640 +328	+1%	+$5.65K	0.06%	234
2020 Q3	$514K	Buy	34,312 +3,752	+12%	+$66.6K	0.05%	263
2020 Q2	$578K	Sell	30,560 -15,742	-34%	-$293K	0.06%	228
2020 Q1	$673K	Buy	46,302 +27,724	+149%	+$658K	0.09%	176
2019 Q4	$574K	Sell	18,578 -116	-0.6%	-$3.44K	0.07%	226
2019 Q3	$553K	Sell	18,694 -2,244	-11%	-$67.9K	0.08%	209
2019 Q2	$667K	Sell	20,938 -4,934	-19%	-$158K	0.1%	175
2019 Q1	$855K	Buy	+25,872	New	+$831K	0.14%	142

Other funds holding XLE

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

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

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

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

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

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

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

Focus Financial Network's XLE Position: Q3 2026 in Review

Focus Financial Network increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 301% in Q3 2026, buying an estimated $20M and bringing the position to 440,388 shares worth $27.1M. The position accounts for 0.82% of the portfolio, ranked #24.

Focus Financial Network first reported a position in XLE in Q1 2019 and has held it in 31 quarters since. 467 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Focus Financial Network held 440,388 shares of State Street Energy Select Sector SPDR ETF worth $27.1M as of Q3 2026.
Focus Financial Network bought 330,650 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $20M.
State Street Energy Select Sector SPDR ETF made up 0.82% of Focus Financial Network's portfolio in Q3 2026, its #24 holding.
Focus Financial Network first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 31 quarters since.
467 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.