Massachusetts Wealth Management
XLE icon

Massachusetts Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Massachusetts Wealth Management’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 		$4.75M Sell
77,211
-1,330
-2% -$80.6K 1.91% 13
2026
Q2 		$4.17M Buy
78,541
+1,863
+2% +$107K 1.59% 20
2026
Q1 		$4.7M Buy
76,678
+6,125
+9% +$329K 2.04% 13
2025
Q4 		$3.15M Sell
70,553
-2,975
-4% -$132K 1.47% 20
2025
Q3 		$3.28M Buy
73,528
+3,000
+4% +$131K 1.63% 15
2025
Q2 		$2.99M Buy
70,528
+1,910
+3% +$79.5K 1.69% 14
2025
Q1 		$3.21M Buy
68,618
+2,346
+4% +$106K 2.2% 10
2024
Q4 		$2.84M Buy
66,272
+340
+0.5% +$15.5K 1.75% 14
2024
Q3 		$2.89M Buy
65,932
+2,080
+3% +$93K 1.82% 11
2024
Q2 		$2.91M Buy
63,852
+7,860
+14% +$366K 1.95% 9
2024
Q1 		$2.64M Buy
55,992
+6,782
+14% +$291K 1.86% 14
2023
Q4 		$2.06M Buy
49,210
+6,510
+15% +$278K 1.66% 17
2023
Q3 		$1.93M Buy
42,700
+2,060
+5% +$90.1K 1.77% 14
2023
Q2 		$1.65M Buy
40,640
+2,560
+7% +$104K 1.58% 19
2023
Q1 		$1.58M Sell
38,080
-6,480
-15% -$277K 1.63% 22
2022
Q4 		$2M Buy
+44,560
New +$1.94M 1.94% 14

Other funds holding XLE

Factory Mutual Insurance
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
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Massachusetts Wealth Management's XLE Position: Q3 2026 in Review

Massachusetts Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q3 2026, selling an estimated $80.6K and leaving 77,211 shares worth $4.75M. The position accounts for 1.91% of the portfolio, ranked #13.

Massachusetts Wealth Management first reported a position in XLE in Q4 2022 and has held it in 16 quarters since. 1,072 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Massachusetts Wealth Management held 77,211 shares of State Street Energy Select Sector SPDR ETF worth $4.75M as of Q3 2026.
  • Massachusetts Wealth Management sold 1,330 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $80.6K.
  • State Street Energy Select Sector SPDR ETF made up 1.91% of Massachusetts Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Massachusetts Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,072 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.