FOCUS Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

FOCUS Wealth 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 Q2	$4.89M	Sell	92,091 -3,929	-4%	-$225K	2.27%	14
2026 Q1	$5.88M	Sell	96,020 -5,191	-5%	-$278K	2.87%	12
2025 Q4	$4.53M	Buy	101,211 +1,517	+2%	+$67.6K	2.11%	17
2025 Q3	$4.45M	Buy	99,694 +8,630	+9%	+$378K	2.14%	16
2025 Q2	$3.86M	Buy	91,064 +1,020	+1%	+$42.5K	2.01%	16
2025 Q1	$4.21M	Sell	90,044 -298	-0.3%	-$13.4K	2.33%	15
2024 Q4	$3.87M	Buy	90,342 +246	+0.3%	+$11.2K	2.05%	16
2024 Q3	$3.96M	Sell	90,096 -496	-0.5%	-$22.2K	1.97%	15
2024 Q2	$4.13M	Buy	90,592 +5,522	+6%	+$257K	2.12%	15
2024 Q1	$4.02M	Buy	85,070 +13,574	+19%	+$583K	2.15%	15
2023 Q4	$3M	Buy	71,496 +6,332	+10%	+$271K	1.9%	17
2023 Q3	$2.95M	Sell	65,164 -104	-0.2%	-$4.55K	2.04%	13
2023 Q2	$2.65M	Sell	65,268 -4,962	-7%	-$202K	1.79%	16
2023 Q1	$2.91M	Sell	70,230 -706	-1%	-$30.2K	1.91%	14
2022 Q4	$3.1M	Sell	70,936 -334	-0.5%	-$14.5K	2.15%	15
2022 Q3	$2.57M	Buy	71,270 +12	+0%	+$454	1.82%	15
2022 Q2	$2.55M	Buy	+71,258	New	+$2.86M	1.75%	11

Other funds holding XLE

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return