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

MBE 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	$554K	Sell	9,009 -361	-4%	-$21.9K	0.2%	75
2026 Q2	$498K	Sell	9,370 -907	-9%	-$51.9K	0.17%	82
2026 Q1	$630K	Buy	10,277 +4,718	+85%	+$253K	0.26%	52
2025 Q4	$249K	Buy	5,559 +417	+8%	+$18.6K	0.1%	117
2025 Q3	$230K	Sell	5,142 -316	-6%	-$13.8K	0.1%	124
2025 Q2	$231K	Buy	+5,458	New	+$227K	0.1%	120
2020 Q2	–	Sell	-2,506	Closed	-$36K	–	537
2020 Q1	$36K	Buy	+2,506	New	+$59.4K	0.03%	159

Other funds holding XLE

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

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

MBE Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.9% in Q3 2026, selling an estimated $21.9K and leaving 9,009 shares worth $554K. The position accounts for 0.2% of the portfolio, ranked #75.

MBE Wealth Management first reported a position in XLE in Q1 2020 and has held it in 7 quarters since. The position peaked at $630K in Q1 2026. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

MBE Wealth Management held 9,009 shares of State Street Energy Select Sector SPDR ETF worth $554K as of Q3 2026.
MBE Wealth Management sold 361 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $21.9K.
State Street Energy Select Sector SPDR ETF made up 0.2% of MBE Wealth Management's portfolio in Q3 2026, its #75 holding.
MBE Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 7 quarters since.
MBE Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $630K in Q1 2026.
1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.