MBA Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MBA Advisors’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	$397K	Sell	6,463 -576	-8%	-$34.9K	0.13%	108
2026 Q2	$374K	Buy	7,039 +1,272	+22%	+$72.7K	0.13%	107
2026 Q1	$353K	Buy	5,767 +139	+2%	+$7.46K	0.14%	102
2025 Q4	$252K	Buy	5,628 +28	+0.5%	+$1.25K	0.1%	125
2025 Q3	$250K	Buy	5,600 +58	+1%	+$2.54K	0.11%	122
2025 Q2	$235K	Buy	5,542 +26	+0.5%	+$1.08K	0.11%	122
2025 Q1	$258K	Sell	5,516 -908	-14%	-$40.9K	0.13%	116
2024 Q4	$275K	Buy	6,424 +406	+7%	+$18.5K	0.14%	111
2024 Q3	$264K	Buy	6,018 +112	+2%	+$5.01K	0.13%	113
2024 Q2	$269K	Buy	5,906 +728	+14%	+$33.9K	0.14%	110
2024 Q1	$244K	Buy	+5,178	New	+$222K	0.13%	116
2023 Q1	–	Sell	-5,708	Closed	-$250K	–	132
2022 Q4	$250K	Sell	5,708 -508	-8%	-$22.1K	0.16%	106
2022 Q3	$224K	Sell	6,216 -1,410	-18%	-$53.3K	0.16%	112
2022 Q2	$273K	Sell	7,626 -1,272	-14%	-$51K	0.19%	101
2022 Q1	$340K	Sell	8,898 -2,422	-21%	-$83.9K	0.21%	102
2021 Q4	$314K	Sell	11,320 -32	-0.3%	-$904	0.19%	113
2021 Q3	$296K	Sell	11,352 -1,268	-10%	-$31.4K	0.22%	101
2021 Q2	$340K	Buy	12,620 +1,672	+15%	+$43.5K	0.16%	94
2021 Q1	$269K	Buy	+10,948	New	+$253K	0.15%	109

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

MBA Advisors's XLE Position: Q3 2026 in Review

MBA Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.2% in Q3 2026, selling an estimated $34.9K and leaving 6,463 shares worth $397K. The position accounts for 0.13% of the portfolio, ranked #108.

MBA Advisors first reported a position in XLE in Q1 2021 and has held it in 19 quarters since. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

MBA Advisors held 6,463 shares of State Street Energy Select Sector SPDR ETF worth $397K as of Q3 2026.
MBA Advisors sold 576 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $34.9K.
State Street Energy Select Sector SPDR ETF made up 0.13% of MBA Advisors's portfolio in Q3 2026, its #108 holding.
MBA Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.