M3 Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
VMPIC
MMH
M3 Advisory Group's XLE Position: Q1 2026 in Review
M3 Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.42% in Q1 2026, selling an estimated $18.6K and leaving 81,146 shares worth $4.97M. The position accounts for 3.06% of the portfolio, ranked #8.
M3 Advisory Group first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.
- M3 Advisory Group held 81,146 shares of State Street Energy Select Sector SPDR ETF worth $4.97M as of Q1 2026.
- M3 Advisory Group sold 346 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $18.6K.
- State Street Energy Select Sector SPDR ETF made up 3.06% of M3 Advisory Group's portfolio in Q1 2026, its #8 holding.
- M3 Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
- 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.
Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.