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

Meadowbrook 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	$753K	Buy	12,241 +2,856	+30%	+$173K	0.79%	31
2026 Q2	$496K	Sell	9,385 -3,056	-25%	-$175K	0.53%	44
2026 Q1	$762K	Buy	12,441 +3,111	+33%	+$167K	1.01%	31
2025 Q4	$417K	Sell	9,330 -660	-7%	-$29.4K	0.48%	44
2025 Q3	$446K	Buy	+9,990	New	+$437K	0.46%	50

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

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

Meadowbrook Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q3 2026, buying an estimated $173K and bringing the position to 12,241 shares worth $753K. The position accounts for 0.79% of the portfolio, ranked #31.

Meadowbrook Wealth Management first reported a position in XLE in Q3 2025 and has held it in 5 quarters since. The position peaked at $762K in Q1 2026. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Meadowbrook Wealth Management held 12,241 shares of State Street Energy Select Sector SPDR ETF worth $753K as of Q3 2026.
Meadowbrook Wealth Management bought 2,856 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $173K.
State Street Energy Select Sector SPDR ETF made up 0.79% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #31 holding.
Meadowbrook Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 5 quarters since.
Meadowbrook Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $762K in Q1 2026.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.