IronBridge Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IronBridge Private 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	$5.11M	Buy	+83,086	New	+$5.04M	1.51%	21
2026 Q2	–	Sell	-95,192	Closed	-$5.83M	–	52
2026 Q1	$5.83M	Buy	+95,192	New	+$5.11M	1.88%	14
2025 Q1	–	Sell	-86,920	Closed	-$3.72M	–	60
2024 Q4	$3.72M	Sell	86,920 -3,528	-4%	-$160K	1.37%	22
2024 Q3	$3.97M	Buy	90,448 +5,012	+6%	+$224K	1.48%	22
2024 Q2	$3.89M	Buy	+85,436	New	+$3.98M	1.46%	24
2023 Q4	–	Sell	-79,456	Closed	-$3.59M	–	53
2023 Q3	$3.59M	Buy	+79,456	New	+$3.48M	1.95%	20
2023 Q1	–	Sell	-139,860	Closed	-$6.12M	–	38
2022 Q4	$6.12M	Buy	+139,860	New	+$6.09M	5.04%	7
2021 Q2	–	Sell	-347,076	Closed	-$9.03M	–	307
2021 Q1	$8.51M	Buy	+347,076	New	+$8.01M	5.41%	4

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

IronBridge Private Wealth's XLE Position: Q3 2026 in Review

IronBridge Private Wealth opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 83,086 shares worth $5.11M. The stake represents 1.51% of the portfolio and ranks #21 among its holdings. This is a return to the name: IronBridge Private Wealth previously reported a position in XLE as recently as Q1 2026.

IronBridge Private Wealth first reported a position in XLE in Q1 2021 and has held it in 8 quarters since. The position peaked at $8.51M in Q1 2021. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

IronBridge Private Wealth held 83,086 shares of State Street Energy Select Sector SPDR ETF worth $5.11M as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new IronBridge Private Wealth position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 1.51% of IronBridge Private Wealth's portfolio in Q3 2026, its #21 holding.
IronBridge Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 8 quarters since.
IronBridge Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $8.51M in Q1 2021.
1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on IronBridge Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.