M3 Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
M3 Advisory Group's XLE Position: Q2 2026 in Review
M3 Advisory Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.1% in Q2 2026, buying an estimated $98.8K and bringing the position to 82,874 shares worth $4.4M. The position accounts for 2.28% of the portfolio, ranked #11.
M3 Advisory Group first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.97M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- M3 Advisory Group held 82,874 shares of State Street Energy Select Sector SPDR ETF worth $4.4M as of Q2 2026.
- M3 Advisory Group bought 1,728 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $98.8K.
- State Street Energy Select Sector SPDR ETF made up 2.28% of M3 Advisory Group's portfolio in Q2 2026, its #11 holding.
- M3 Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
- M3 Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $4.97M in Q1 2026.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.