Holos Integrated Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Holos Integrated Wealth’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	$107K	Buy	1,585 +1	+0.1%	+$61	0.05%	120
2026 Q2	$86.6K	Buy	1,584 +1	+0.1%	+$57	0.04%	128
2026 Q1	$95.2K	Buy	1,583 +1,005	+174%	+$53.9K	0.05%	126
2025 Q4	$26.4K	Hold	578	–	–	0.01%	150
2025 Q3	$24.6K	Hold	578	–	–	0.01%	151
2025 Q2	$24.5K	Hold	578	–	–	0.01%	147
2025 Q1	$27K	Hold	578	–	–	0.02%	140
2024 Q4	$24.8K	Buy	+578	New	+$26.3K	0.02%	143

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

Holos Integrated Wealth's XLE Position: Q3 2026 in Review

Holos Integrated Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.06% in Q3 2026, buying an estimated $61 and bringing the position to 1,585 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #120.

Holos Integrated Wealth first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. 703 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Holos Integrated Wealth held 1,585 shares of State Street Energy Select Sector SPDR ETF worth $107K as of Q3 2026.
Holos Integrated Wealth bought 1 State Street Energy Select Sector SPDR ETF share in Q3 2026, an estimated $61.
State Street Energy Select Sector SPDR ETF made up 0.05% of Holos Integrated Wealth's portfolio in Q3 2026, its #120 holding.
Holos Integrated Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
703 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.