Innova Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Innova Wealth Partners’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	$4.32M	Sell	70,292 -4,044	-5%	-$245K	1.69%	13
2026 Q2	$3.95M	Sell	74,336 -5,148	-6%	-$294K	1.62%	17
2026 Q1	$4.87M	Sell	79,484 -9,648	-11%	-$518K	2.3%	8
2025 Q4	$3.99M	Buy	89,132 +2,156	+2%	+$96K	2.01%	16
2025 Q3	$3.89M	Buy	+86,976	New	+$3.81M	2.1%	16
2025 Q2	–	Sell	-105,844	Closed	-$4.95M	–	117
2025 Q1	$4.95M	Buy	+105,844	New	+$4.77M	3.06%	8
2024 Q4	–	Sell	-4,800	Closed	-$211K	–	151
2024 Q3	$211K	Sell	4,800 -99,132	-95%	-$4.43M	0.17%	78
2024 Q2	$4.74M	Sell	103,932 -1,606	-2%	-$74.8K	3.39%	13
2024 Q1	$4.98M	Buy	105,538 +4,444	+4%	+$191K	3.85%	10
2023 Q4	$4.24M	Sell	101,094 -11,380	-10%	-$487K	3.65%	13
2023 Q3	$5.08M	Buy	+112,474	New	+$4.92M	4.57%	6
2023 Q1	–	Sell	-111,124	Closed	-$4.86M	–	58
2022 Q4	$4.86M	Buy	+111,124	New	+$4.84M	4.27%	5
2022 Q3	–	Sell	-133,396	Closed	-$4.77M	–	63
2022 Q2	$4.77M	Sell	133,396 -12,282	-8%	-$493K	4.01%	5
2022 Q1	$5.57M	Sell	145,678 -39,382	-21%	-$1.36M	4%	6
2021 Q4	$5.14M	Buy	185,060 +9,026	+5%	+$255K	3.63%	14
2021 Q3	$4.58M	Sell	176,034 -3,110	-2%	-$77K	3.63%	13
2021 Q2	$4.82M	Buy	179,144 +7,074	+4%	+$184K	3.8%	14
2021 Q1	$4.22M	Sell	172,070 -30,636	-15%	-$707K	3.59%	15
2020 Q4	$3.84M	Buy	+202,706	New	+$3.49M	3.59%	12

Other funds holding XLE

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

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

Innova Wealth Partners's XLE Position: Q3 2026 in Review

Innova Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.4% in Q3 2026, selling an estimated $245K and leaving 70,292 shares worth $4.32M. The position accounts for 1.69% of the portfolio, ranked #13.

Innova Wealth Partners first reported a position in XLE in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.57M in Q1 2022. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Innova Wealth Partners held 70,292 shares of State Street Energy Select Sector SPDR ETF worth $4.32M as of Q3 2026.
Innova Wealth Partners sold 4,044 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $245K.
State Street Energy Select Sector SPDR ETF made up 1.69% of Innova Wealth Partners's portfolio in Q3 2026, its #13 holding.
Innova Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
Innova Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $5.57M in Q1 2022.
1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Innova Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.