Madrona Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Madrona Financial Services’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	$11.3M	Buy	184,199 +709	+0.4%	+$43K	1.75%	22
2026 Q2	$9.7M	Buy	183,490 +7,656	+4%	+$438K	1.8%	19
2026 Q1	$10.8M	Buy	+175,834	New	+$9.43M	2.36%	17
2023 Q4	–	Sell	-35,600	Closed	-$1.61M	–	104
2023 Q3	$1.61M	Sell	35,600 -124,318	-78%	-$5.44M	0.73%	30
2023 Q2	$6.49M	Sell	159,918 -17,710	-10%	-$721K	3.17%	7
2023 Q1	$7.36M	Sell	177,628 -9,998	-5%	-$427K	3.95%	7
2022 Q4	$8.21M	Sell	187,626 -4,114	-2%	-$179K	4.7%	7
2022 Q3	$6.9M	Buy	191,740 +2,608	+1%	+$98.6K	4.26%	6
2022 Q2	$6.76M	Buy	189,132 +21,772	+13%	+$873K	3.96%	8
2022 Q1	$6.48M	Buy	+167,360	New	+$5.8M	3.17%	11
2020 Q1	–	Sell	-66,782	Closed	-$2M	–	61
2019 Q4	$2M	Sell	66,782 -36	-0.1%	-$1.07K	1.46%	23
2019 Q3	$1.98M	Buy	66,818 +644	+1%	+$19.5K	1.45%	23
2019 Q2	$2.11M	Buy	+66,174	New	+$2.12M	1.96%	18

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 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

Madrona Financial Services's XLE Position: Q3 2026 in Review

Madrona Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.39% in Q3 2026, buying an estimated $43K and bringing the position to 184,199 shares worth $11.3M. The position accounts for 1.75% of the portfolio, ranked #22.

Madrona Financial Services first reported a position in XLE in Q2 2019 and has held it in 13 quarters since. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Madrona Financial Services held 184,199 shares of State Street Energy Select Sector SPDR ETF worth $11.3M as of Q3 2026.
Madrona Financial Services bought 709 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $43K.
State Street Energy Select Sector SPDR ETF made up 1.75% of Madrona Financial Services's portfolio in Q3 2026, its #22 holding.
Madrona Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and has held it in 13 quarters since.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.