Kessler Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kessler Investment Group’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 Q2	$371K	Sell	6,980 -7,239	-51%	-$414K	0.16%	64
2026 Q1	$871K	Sell	14,219 -2,036	-13%	-$109K	0.41%	42
2025 Q4	$727K	Buy	16,255 +113	+0.7%	+$5.03K	0.31%	48
2025 Q3	$721K	Buy	16,142 +8,094	+101%	+$354K	0.31%	47
2025 Q2	$341K	Hold	8,048	–	–	0.14%	65
2025 Q1	$376K	Hold	8,048	–	–	0.18%	62
2024 Q4	$345K	Hold	8,048	–	–	0.16%	66
2024 Q3	$353K	Hold	8,048	–	–	0.18%	66
2024 Q2	$367K	Buy	8,048 +2,394	+42%	+$112K	0.2%	62
2024 Q1	$267K	Buy	5,654 +3,178	+128%	+$137K	0.17%	60
2023 Q4	$104K	Sell	2,476 -4,684	-65%	-$200K	0.06%	82
2023 Q3	$324K	Buy	7,160 +2,834	+66%	+$124K	0.27%	46
2023 Q2	$176K	Buy	4,326 +144	+3%	+$5.87K	0.12%	60
2023 Q1	$173K	Sell	4,182 -2,916	-41%	-$125K	0.12%	72
2022 Q4	$310K	Buy	7,098 +4,834	+214%	+$210K	0.33%	39
2022 Q3	$82K	Buy	2,264 +294	+15%	+$11.1K	0.07%	88
2022 Q2	$70K	Sell	1,970 -13,130	-87%	-$527K	0.06%	89
2022 Q1	$577K	Sell	15,100 -2,176	-13%	-$75.4K	0.33%	46
2021 Q4	$479K	Sell	17,276 -2,296	-12%	-$64.9K	0.27%	51
2021 Q3	$510K	Sell	19,572 -334	-2%	-$8.27K	0.36%	43
2021 Q2	$537K	Buy	+19,906	New	+$518K	0.43%	40
2020 Q3	–	Sell	-21,640	Closed	-$410K	–	124
2020 Q2	$410K	Sell	21,640 -70	-0.3%	-$1.3K	0.5%	36
2020 Q1	$315K	Buy	21,710 +5,342	+33%	+$127K	0.41%	37
2019 Q4	$491K	Buy	+16,368	New	+$485K	0.5%	33
2019 Q3	–	Sell	-8,332	Closed	-$265K	–	125
2019 Q2	$265K	Sell	8,332 -226	-3%	-$7.24K	0.28%	44
2019 Q1	$283K	Buy	8,558 +156	+2%	+$5.01K	0.28%	45
2018 Q4	$241K	Sell	8,402 -112	-1%	-$3.75K	0.31%	36
2018 Q3	$322K	Sell	8,514 -952	-10%	-$35.7K	0.33%	45
2018 Q2	$359K	Sell	9,466 -412	-4%	-$15.3K	0.43%	44
2018 Q1	$333K	Sell	9,878 -4,170	-30%	-$148K	0.42%	44
2017 Q4	$508K	Sell	14,048 -900	-6%	-$31K	0.64%	38
2017 Q3	$512K	Sell	14,948 -320	-2%	-$10.4K	0.66%	32
2017 Q2	$496K	Buy	15,268 +456	+3%	+$15.3K	0.63%	31
2017 Q1	$518K	Sell	14,812 -544	-4%	-$19.7K	0.66%	31
2016 Q4	$578K	Sell	15,356 -340	-2%	-$12.3K	0.69%	31
2016 Q3	$554K	Sell	15,696 -1,254	-7%	-$43K	0.8%	28
2016 Q2	$578K	Sell	16,950 -9,598	-36%	-$317K	0.83%	30
2016 Q1	$822K	Buy	26,548 +11,508	+77%	+$334K	1.24%	28
2015 Q4	$454K	Sell	15,040 -452	-3%	-$14.9K	0.72%	36
2015 Q3	$474K	Buy	15,492 +462	+3%	+$15.6K	0.78%	38
2015 Q2	$565K	Buy	15,030 +168	+1%	+$6.67K	0.9%	40
2015 Q1	$576K	Buy	14,862 +384	+3%	+$14.9K	0.98%	40
2014 Q4	$573K	Buy	14,478 +9,600	+197%	+$399K	0.94%	42
2014 Q3	$221K	Buy	4,878 +68	+1%	+$3.29K	0.39%	52
2014 Q2	$241K	Sell	4,810 -12	-0.2%	-$568	0.42%	47
2014 Q1	$215K	Buy	4,822 +24	+0.5%	+$1.03K	0.46%	40
2013 Q4	$212K	Buy	+4,798	New	+$207K	0.39%	48

Other funds holding XLE

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return