Future Financial Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Future Financial Wealth Management’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	$329K	Buy	5,346 +2	+0%	+$121	0.2%	86
2026 Q2	$317K	Hold	5,344	–	–	0.2%	90
2026 Q1	$298K	Hold	5,344	–	–	0.19%	97
2025 Q4	$254K	Sell	5,344 -50	-0.9%	-$2.23K	0.17%	101
2025 Q3	$241K	Sell	5,394 -996	-16%	-$43.6K	0.15%	106
2025 Q2	$271K	Sell	6,390 -230	-3%	-$9.6K	0.18%	92
2025 Q1	$309K	Hold	6,620	–	–	0.23%	79
2024 Q4	$284K	Buy	6,620 +2	+0%	+$91	0.21%	86
2024 Q3	$291K	Hold	6,618	–	–	0.21%	89
2024 Q2	$302K	Buy	6,618 +100	+2%	+$4.66K	0.27%	80
2024 Q1	$308K	Buy	6,518 +2	+0%	+$86	0.24%	80
2023 Q4	$273K	Hold	6,516	–	–	0.27%	78
2023 Q3	$294K	Sell	6,516 -724	-10%	-$31.7K	0.33%	77
2023 Q2	$294K	Sell	7,240 -3,586	-33%	-$146K	0.31%	81
2023 Q1	$469K	Sell	10,826 -19,756	-65%	-$845K	0.52%	53
2022 Q4	$1.34M	Sell	30,582 -746	-2%	-$32.5K	1.52%	19
2022 Q3	$1.12M	Sell	31,328 -8,488	-21%	-$321K	1.29%	22
2022 Q2	$1.52M	Hold	39,816	–	–	1.49%	16
2022 Q1	$1.52M	Sell	39,816 -7,844	-16%	-$272K	1.26%	16
2021 Q4	$1.36M	Buy	+47,660	New	+$1.35M	1.09%	23

Other funds holding XLE

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 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

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Future Financial Wealth Management's XLE Position: Q3 2026 in Review

Future Financial Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.04% in Q3 2026, buying an estimated $121 and bringing the position to 5,346 shares worth $329K. The position accounts for 0.2% of the portfolio, ranked #86.

Future Financial Wealth Management first reported a position in XLE in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.52M in Q2 2022. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Future Financial Wealth Management held 5,346 shares of State Street Energy Select Sector SPDR ETF worth $329K as of Q3 2026.
Future Financial Wealth Management bought 2 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $121.
State Street Energy Select Sector SPDR ETF made up 0.2% of Future Financial Wealth Management's portfolio in Q3 2026, its #86 holding.
Future Financial Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
Future Financial Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.52M in Q2 2022.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.