Insight Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Insight Advisors’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	$662K	Sell	10,759 -663	-6%	-$40.2K	0.12%	110
2026 Q2	$607K	Sell	11,422 -850	-7%	-$48.6K	0.11%	126
2026 Q1	$752K	Sell	12,272 -192	-2%	-$10.3K	0.14%	96
2025 Q4	$557K	Sell	12,464 -5,816	-32%	-$259K	0.08%	151
2025 Q3	$817K	Buy	18,280 +2,714	+17%	+$119K	0.12%	112
2025 Q2	$660K	Buy	15,566 +962	+7%	+$40.1K	0.11%	124
2025 Q1	$682K	Buy	14,604 +354	+2%	+$16K	0.12%	112
2024 Q4	$602K	Sell	14,250 -1,826	-11%	-$83K	0.1%	131
2024 Q3	$706K	Sell	16,076 -882	-5%	-$39.4K	0.12%	121
2024 Q2	$773K	Buy	16,958 +2,916	+21%	+$136K	0.14%	108
2024 Q1	$663K	Sell	14,042 -986	-7%	-$42.4K	0.13%	124
2023 Q4	$630K	Sell	15,028 -158	-1%	-$6.76K	0.13%	115
2023 Q3	$686K	Buy	15,186 +2,902	+24%	+$127K	0.16%	111
2023 Q2	$499K	Sell	12,284 -1,688	-12%	-$68.8K	0.11%	138
2023 Q1	$579K	Sell	13,972 -1,628	-10%	-$69.6K	0.14%	121
2022 Q4	$658K	Buy	15,600 +5,604	+56%	+$244K	0.23%	114
2022 Q3	$360K	Buy	9,996 +158	+2%	+$5.98K	0.14%	185
2022 Q2	$353K	Sell	9,838 -434	-4%	-$17.4K	0.12%	208
2022 Q1	$393K	Sell	10,272 -13,196	-56%	-$457K	0.12%	212
2021 Q4	$651K	Sell	23,468 -1,004	-4%	-$28.4K	0.19%	127
2021 Q3	$704K	Buy	+24,472	New	+$606K	0.21%	128

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

Insight Advisors's XLE Position: Q3 2026 in Review

Insight Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.8% in Q3 2026, selling an estimated $40.2K and leaving 10,759 shares worth $662K. The position accounts for 0.12% of the portfolio, ranked #110.

Insight Advisors first reported a position in XLE in Q3 2021 and has held it in 21 quarters since. The position peaked at $817K in Q3 2025. 691 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Insight Advisors held 10,759 shares of State Street Energy Select Sector SPDR ETF worth $662K as of Q3 2026.
Insight Advisors sold 663 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $40.2K.
State Street Energy Select Sector SPDR ETF made up 0.12% of Insight Advisors's portfolio in Q3 2026, its #110 holding.
Insight Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 21 quarters since.
Insight Advisors's State Street Energy Select Sector SPDR ETF position peaked at $817K in Q3 2025.
691 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.