Meridian Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$346K Buy
5,625
+1
+0% +$61 0.16% 106
2026
Q2
$299K Buy
5,624
+2
+0% +$114 0.14% 118
2026
Q1
$344K Buy
5,622
+258
+5% +$13.8K 0.19% 102
2025
Q4
$240K Buy
5,364
+2
+0% +$89 0.13% 128
2025
Q3
$240K Buy
+5,362
New +$235K 0.13% 123

Other funds holding XLE

Meridian Financial's XLE Position: Q3 2026 in Review

Meridian Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.02% in Q3 2026, buying an estimated $61 and bringing the position to 5,625 shares worth $346K. The position accounts for 0.16% of the portfolio, ranked #106.

Meridian Financial first reported a position in XLE in Q3 2025 and has held it in 5 quarters since. 1,507 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Meridian Financial held 5,625 shares of State Street Energy Select Sector SPDR ETF worth $346K as of Q3 2026.
  • Meridian Financial bought 1 State Street Energy Select Sector SPDR ETF share in Q3 2026, an estimated $61.
  • State Street Energy Select Sector SPDR ETF made up 0.16% of Meridian Financial's portfolio in Q3 2026, its #106 holding.
  • Meridian Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,507 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.