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

KFA Private Wealth 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 Q3	$485K	Hold	7,879	–	–	0.11%	82
2026 Q2	$419K	Sell	7,879 -6,244	-44%	-$357K	0.1%	93
2026 Q1	$865K	Sell	14,123 -426	-3%	-$22.9K	0.21%	57
2025 Q4	$651K	Sell	14,549 -597	-4%	-$26.6K	0.16%	67
2025 Q3	$677K	Sell	15,146 -1,838	-11%	-$80.5K	0.19%	57
2025 Q2	$720K	Buy	16,984 +294	+2%	+$12.2K	0.22%	53
2025 Q1	$780K	Buy	16,690 +6,716	+67%	+$303K	0.27%	44
2024 Q4	$427K	Buy	9,974 +5,406	+118%	+$246K	0.18%	55
2024 Q3	$201K	Buy	4,568 +24	+0.5%	+$1.07K	0.1%	82
2024 Q2	$207K	Sell	4,544 -1,174	-21%	-$54.7K	0.11%	75
2024 Q1	$270K	Buy	5,718 +722	+14%	+$31K	0.08%	84
2023 Q4	$209K	Buy	+4,996	New	+$214K	0.08%	81

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KFA Private Wealth Group's XLE Position: Q3 2026 in Review

KFA Private Wealth Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 7,879 shares worth $485K. The position accounts for 0.11% of the portfolio, ranked #82.

KFA Private Wealth Group first reported a position in XLE in Q4 2023 and has held it in 12 quarters since. The position peaked at $865K in Q1 2026. 537 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

KFA Private Wealth Group held 7,879 shares of State Street Energy Select Sector SPDR ETF worth $485K as of Q3 2026.
KFA Private Wealth Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.11% of KFA Private Wealth Group's portfolio in Q3 2026, its #82 holding.
KFA Private Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
KFA Private Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $865K in Q1 2026.
537 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.