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

Members Wealth’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	$511K	Hold	8,058	–	–	0.25%	62
2026 Q2	$428K	Buy	8,058 +600	+8%	+$34.3K	0.23%	70
2026 Q1	$422K	Hold	7,458	–	–	0.25%	65
2025 Q4	$367K	Hold	7,458	–	–	0.23%	72
2025 Q3	$333K	Buy	+7,458	New	+$327K	0.21%	72
2025 Q1	$348K	Hold	7,458	–	–	0.26%	73
2024 Q4	$332K	Buy	+7,458	New	+$339K	0.25%	76
2024 Q2	$330K	Buy	+7,458	New	+$347K	0.22%	74

Other funds holding XLE

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

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

Members Wealth's XLE Position: Q3 2026 in Review

Members Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 8,058 shares worth $511K. The position accounts for 0.25% of the portfolio, ranked #62.

Members Wealth first reported a position in XLE in Q2 2024 and has held it in 8 quarters since. 971 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Members Wealth held 8,058 shares of State Street Energy Select Sector SPDR ETF worth $511K as of Q3 2026.
Members Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.25% of Members Wealth's portfolio in Q3 2026, its #62 holding.
Members Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
971 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.