Kings Path Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kings Path 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 Q2	$199K	Hold	3,750	–	–	0.05%	118
2026 Q1	$168K	Hold	3,750	–	–	0.06%	110
2025 Q4	$168K	Sell	3,750 -700	-16%	-$31.2K	0.06%	110
2025 Q3	$199K	Hold	4,450	–	–	0.07%	102
2025 Q2	$189K	Hold	4,450	–	–	0.08%	97
2025 Q1	$208K	Hold	4,450	–	–	0.1%	98
2024 Q4	$191K	Sell	4,450 -550	-11%	-$25K	0.08%	121
2024 Q3	$220K	Buy	+5,000	New	+$224K	0.09%	120

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Kings Path Partners's XLE Position: Q2 2026 in Review

Kings Path Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 3,750 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #118.

Kings Path Partners first reported a position in XLE in Q3 2024 and has held it in 8 quarters since. The position peaked at $220K in Q3 2024. 492 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Kings Path Partners held 3,750 shares of State Street Energy Select Sector SPDR ETF worth $199K as of Q2 2026.
Kings Path Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.05% of Kings Path Partners's portfolio in Q2 2026, its #118 holding.
Kings Path Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Kings Path Partners's State Street Energy Select Sector SPDR ETF position peaked at $220K in Q3 2024.
492 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.