Larson Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Larson Financial 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	$6.46M	Buy	105,031 +14,950	+17%	+$906K	0.16%	110
2026 Q2	$4.78M	Buy	90,081 +26,512	+42%	+$1.52M	0.13%	137
2026 Q1	$3.89M	Buy	63,569 +44,013	+225%	+$2.36M	0.12%	147
2025 Q4	$874K	Buy	19,556 +216	+1%	+$9.6K	0.03%	335
2025 Q3	$864K	Buy	19,340 +230	+1%	+$10.1K	0.03%	338
2025 Q2	$810K	Buy	19,110 +6,754	+55%	+$281K	0.03%	332
2025 Q1	$577K	Sell	12,356 -266	-2%	-$12K	0.03%	362
2024 Q4	$541K	Sell	12,622 -166	-1%	-$7.54K	0.03%	336
2024 Q3	$561K	Buy	12,788 +2,374	+23%	+$106K	0.03%	313
2024 Q2	$475K	Buy	10,414 +8,882	+580%	+$414K	0.03%	280
2024 Q1	$72.3K	Sell	1,532 -612	-29%	-$26.3K	0.01%	605
2023 Q4	$89.9K	Buy	2,144 +116	+6%	+$4.96K	0.01%	509
2023 Q3	$91.6K	Sell	2,028 -342	-14%	-$15K	0.01%	466
2023 Q2	$96.2K	Sell	2,370 -2,086	-47%	-$85K	0.01%	433
2023 Q1	$185K	Buy	4,456 +978	+28%	+$41.8K	0.02%	319
2022 Q4	$152K	Sell	3,478 -1,294	-27%	-$56.3K	0.02%	338
2022 Q3	$172K	Buy	4,772 +1,490	+45%	+$56.3K	0.02%	291
2022 Q2	$117K	Buy	3,282 +1,950	+146%	+$78.2K	0.02%	244
2022 Q1	$51K	Sell	1,332 -426	-24%	-$14.8K	0.01%	375
2021 Q4	$49K	Buy	1,758 +52	+3%	+$1.47K	0.01%	386
2021 Q3	$44K	Hold	1,706	–	–	0.01%	322
2021 Q2	$46K	Buy	1,706 +454	+36%	+$11.8K	0.01%	295
2021 Q1	$31K	Hold	1,252	–	–	0.01%	342
2020 Q4	$24K	Buy	1,252 +606	+94%	+$10.4K	0.01%	340
2020 Q3	$10K	Sell	646 -2,534	-80%	-$45K	﹤0.01%	441
2020 Q2	$60K	Buy	3,180 +3,136	+7,127%	+$58.3K	0.03%	174
2020 Q1	$1K	Hold	44	–	–	﹤0.01%	518
2019 Q4	$1K	Sell	44 -524	-92%	-$15.5K	﹤0.01%	556
2019 Q3	$17K	Buy	568 +422	+289%	+$12.8K	0.01%	242
2019 Q2	$5K	Hold	146	–	–	﹤0.01%	323
2019 Q1	$5K	Hold	146	–	–	﹤0.01%	303
2018 Q4	$4K	Buy	+146	New	+$4.88K	﹤0.01%	307

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Larson Financial Group's XLE Position: Q3 2026 in Review

Larson Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 17% in Q3 2026, buying an estimated $906K and bringing the position to 105,031 shares worth $6.46M. The position accounts for 0.16% of the portfolio, ranked #110.

Larson Financial Group first reported a position in XLE in Q4 2018 and has held it in 32 quarters since. 1,303 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Larson Financial Group held 105,031 shares of State Street Energy Select Sector SPDR ETF worth $6.46M as of Q3 2026.
Larson Financial Group bought 14,950 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $906K.
State Street Energy Select Sector SPDR ETF made up 0.16% of Larson Financial Group's portfolio in Q3 2026, its #110 holding.
Larson Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 32 quarters since.
1,303 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.