Matthew Hamilton Rosenberg’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Matthew Hamilton Rosenberg’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	$55.3K	Sell	899 -251	-22%	-$15.2K	0.01%	435
2026 Q2	$61.1K	Hold	1,150	–	–	0.01%	413
2026 Q1	$70.5K	Hold	1,150	–	–	0.01%	382
2025 Q4	$51.4K	Hold	1,150	–	–	0.01%	418
2025 Q3	$51.4K	Buy	1,150 +226	+24%	+$9.9K	0.01%	419
2025 Q2	$39.2K	Sell	924 -5,172	-85%	-$215K	0.01%	474
2025 Q1	$285K	Hold	6,096	–	–	0.07%	135
2024 Q4	$261K	Hold	6,096	–	–	0.07%	141
2024 Q3	$268K	Hold	6,096	–	–	0.07%	147
2024 Q2	$278K	Sell	6,096 -282	-4%	-$13.1K	0.08%	132
2024 Q1	$303K	Hold	6,378	–	–	0.09%	117
2023 Q4	$267K	Buy	6,378 +5,176	+431%	+$221K	0.08%	131
2023 Q3	$54.3K	Buy	1,202 +4	+0.3%	+$175	0.02%	400
2023 Q2	$48.6K	Buy	1,198 +6	+0.5%	+$244	0.02%	435
2023 Q1	$49.4K	Buy	1,192 +138	+13%	+$5.9K	0.02%	465
2022 Q4	$46.1K	Buy	1,054 +4	+0.4%	+$174	0.02%	476
2022 Q3	$38K	Buy	1,050 +56	+6%	+$2.12K	0.01%	505
2022 Q2	$36K	Buy	994 +8	+0.8%	+$321	0.01%	524
2022 Q1	$38K	Buy	986 +310	+46%	+$10.7K	0.01%	492
2021 Q4	$19K	Buy	676 +6	+0.9%	+$170	0.01%	535
2021 Q3	$17K	Buy	670 +6	+0.9%	+$149	0.01%	522
2021 Q2	$18K	Buy	664 +4	+0.6%	+$104	0.01%	471
2021 Q1	$16K	Buy	660 +6	+0.9%	+$138	0.01%	458
2020 Q4	$12K	Buy	654 +8	+1%	+$138	0.01%	459
2020 Q3	$10K	Buy	646 +8	+1%	+$142	0.01%	459
2020 Q2	$12K	Buy	+638	New	+$11.9K	0.01%	464

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

Matthew Hamilton Rosenberg's XLE Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q3 2026, selling an estimated $15.2K and leaving 899 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #435.

Matthew Hamilton Rosenberg first reported a position in XLE in Q2 2020 and has held it in 26 quarters since. The position peaked at $303K in Q1 2024. 865 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Matthew Hamilton Rosenberg held 899 shares of State Street Energy Select Sector SPDR ETF worth $55.3K as of Q3 2026.
Matthew Hamilton Rosenberg sold 251 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $15.2K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #435 holding.
Matthew Hamilton Rosenberg first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's State Street Energy Select Sector SPDR ETF position peaked at $303K in Q1 2024.
865 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.