Independent Wealth Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Independent Wealth Network’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	$2.98M	Sell	48,458 -5,672	-10%	-$344K	0.75%	24
2026 Q2	$2.87M	Buy	54,130 +8,967	+20%	+$513K	0.73%	27
2026 Q1	$2.77M	Buy	45,163 +17,834	+65%	+$957K	0.82%	24
2025 Q4	$1.22M	Buy	27,329 +95	+0.3%	+$4.23K	0.37%	67
2025 Q3	$1.22M	Buy	27,234 +316	+1%	+$13.8K	0.39%	64
2025 Q2	$1.14M	Buy	26,918 +1,326	+5%	+$55.2K	0.42%	58
2025 Q1	$1.2M	Buy	25,592 +4,710	+23%	+$212K	0.48%	52
2024 Q4	$894K	Buy	20,882 +1,834	+10%	+$83.3K	0.36%	76
2024 Q3	$836K	Sell	19,048 -43,240	-69%	-$1.93M	0.37%	70
2024 Q2	$2.84M	Buy	62,288 +1,954	+3%	+$91K	1.32%	16
2024 Q1	$2.85M	Buy	60,334 +102	+0.2%	+$4.38K	1.33%	15
2023 Q4	$2.52M	Buy	60,232 +11,200	+23%	+$479K	1.33%	15
2023 Q3	$2.22M	Buy	49,032 +6,464	+15%	+$283K	1.36%	15
2023 Q2	$1.73M	Buy	42,568 +17,544	+70%	+$715K	1.04%	18
2023 Q1	$1.04M	Buy	25,024 +11,350	+83%	+$485K	0.66%	33
2022 Q4	$598K	Buy	13,674 +4,502	+49%	+$196K	0.41%	56
2022 Q3	$330K	Sell	9,172 -3,354	-27%	-$127K	0.26%	109
2022 Q2	$448K	Sell	12,526 -268	-2%	-$10.8K	0.32%	76
2022 Q1	$489K	Buy	12,794 +4,124	+48%	+$143K	0.31%	89
2021 Q4	$241K	Buy	+8,670	New	+$245K	0.15%	171

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

Independent Wealth Network's XLE Position: Q3 2026 in Review

Independent Wealth Network reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q3 2026, selling an estimated $344K and leaving 48,458 shares worth $2.98M. The position accounts for 0.75% of the portfolio, ranked #24.

Independent Wealth Network first reported a position in XLE in Q4 2021 and has held it in 20 quarters since. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Independent Wealth Network held 48,458 shares of State Street Energy Select Sector SPDR ETF worth $2.98M as of Q3 2026.
Independent Wealth Network sold 5,672 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $344K.
State Street Energy Select Sector SPDR ETF made up 0.75% of Independent Wealth Network's portfolio in Q3 2026, its #24 holding.
Independent Wealth Network first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.