IFG Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IFG Advisory’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	$2.81M	Buy	45,640 +4,844	+12%	+$294K	0.09%	231
2026 Q2	$2.17M	Buy	+40,796	New	+$2.33M	0.08%	273
2026 Q1	–	Sell	-26,875	Closed	-$1.2M	–	885
2025 Q4	$1.2M	Sell	26,875 -2,283	-8%	-$102K	0.05%	331
2025 Q3	$1.3M	Sell	29,158 -7,974	-21%	-$349K	0.06%	310
2025 Q2	$1.57M	Buy	37,132 +4,566	+14%	+$190K	0.08%	263
2025 Q1	$1.52M	Sell	32,566 -19,260	-37%	-$868K	0.08%	251
2024 Q4	$2.22M	Sell	51,826 -5,832	-10%	-$265K	0.13%	193
2024 Q3	$2.53M	Sell	57,658 -5,084	-8%	-$227K	0.16%	165
2024 Q2	$2.86M	Buy	62,742 +2,940	+5%	+$137K	0.18%	143
2024 Q1	$2.82M	Sell	59,802 -48,474	-45%	-$2.08M	0.21%	135
2023 Q4	$4.54M	Buy	108,276 +65,588	+154%	+$2.8M	0.33%	79
2023 Q3	$1.93M	Buy	42,688 +590	+1%	+$25.8K	0.16%	170
2023 Q2	$1.71M	Sell	42,098 -13,094	-24%	-$533K	0.15%	176
2023 Q1	$2.29M	Buy	55,192 +984	+2%	+$42.1K	0.21%	115
2022 Q4	$2.37M	Buy	54,208 +1,190	+2%	+$51.8K	0.24%	102
2022 Q3	$1.91M	Buy	53,018 +4,374	+9%	+$165K	0.17%	126
2022 Q2	$1.74M	Buy	48,644 +22,416	+85%	+$899K	0.18%	122
2022 Q1	$1M	Buy	26,228 +6,720	+34%	+$233K	0.1%	206
2021 Q4	$541K	Sell	19,508 -4,602	-19%	-$130K	0.05%	285
2021 Q3	$627K	Buy	24,110 +1,152	+5%	+$28.5K	0.07%	248
2021 Q2	$618K	Buy	22,958 +4,164	+22%	+$108K	0.07%	256
2021 Q1	$461K	Buy	18,794 +1,400	+8%	+$32.3K	0.06%	312
2020 Q4	$329K	Sell	17,394 -7,360	-30%	-$127K	0.05%	336
2020 Q3	$370K	Sell	24,754 -3,124	-11%	-$55.5K	0.06%	284
2020 Q2	$527K	Sell	27,878 -3,298	-11%	-$61.3K	0.1%	216
2020 Q1	$453K	Buy	31,176 +5,964	+24%	+$141K	0.1%	207
2019 Q4	$756K	Sell	25,212 -4,240	-14%	-$126K	0.14%	178
2019 Q3	$871K	Sell	29,452 -586	-2%	-$17.7K	0.17%	151
2019 Q2	$956K	Sell	30,038 -3,062	-9%	-$98K	0.17%	125
2019 Q1	$1.09M	Sell	33,100 -3,628	-10%	-$117K	0.21%	106
2018 Q4	$1.05M	Sell	36,728 -5,444	-13%	-$182K	0.25%	97
2018 Q3	$1.6M	Sell	42,172 -4,534	-10%	-$170K	0.3%	77
2018 Q2	$1.77M	Buy	46,706 +3,672	+9%	+$136K	0.36%	60
2018 Q1	$1.45M	Buy	43,034 +1,684	+4%	+$59.6K	0.32%	72
2017 Q4	$1.49M	Buy	+41,350	New	+$1.42M	0.34%	72

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

IFG Advisory's XLE Position: Q3 2026 in Review

IFG Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q3 2026, buying an estimated $294K and bringing the position to 45,640 shares worth $2.81M. The position accounts for 0.09% of the portfolio, ranked #231.

IFG Advisory first reported a position in XLE in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.54M in Q4 2023. 1,384 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

IFG Advisory held 45,640 shares of State Street Energy Select Sector SPDR ETF worth $2.81M as of Q3 2026.
IFG Advisory bought 4,844 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $294K.
State Street Energy Select Sector SPDR ETF made up 0.09% of IFG Advisory's portfolio in Q3 2026, its #231 holding.
IFG Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
IFG Advisory's State Street Energy Select Sector SPDR ETF position peaked at $4.54M in Q4 2023.
1,384 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.