Herold Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
BFP
ET
Herold Advisors's XLE Position: Q3 2026 in Review
Herold Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.02% in Q3 2026, buying an estimated $667 and bringing the position to 59,280 shares worth $3.65M. The position accounts for 0.71% of the portfolio, ranked #37.
Herold Advisors first reported a position in XLE in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.65M in Q1 2026. 535 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Herold Advisors held 59,280 shares of State Street Energy Select Sector SPDR ETF worth $3.65M as of Q3 2026.
- Herold Advisors bought 11 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $667.
- State Street Energy Select Sector SPDR ETF made up 0.71% of Herold Advisors's portfolio in Q3 2026, its #37 holding.
- Herold Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 21 quarters since.
- Herold Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.65M in Q1 2026.
- 535 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.