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

Meridian Investment Counsel’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 Q2	$1.82M	Buy	34,348 +5,378	+19%	+$307K	0.39%	79
2026 Q1	$1.77M	Sell	28,970 -100	-0.3%	-$5.36K	0.42%	80
2025 Q4	$1.3M	Sell	29,070 -1,350	-4%	-$60.1K	0.31%	93
2025 Q3	$1.36M	Buy	30,420 +600	+2%	+$26.3K	0.34%	86
2025 Q2	$1.26M	Hold	29,820	–	–	0.34%	84
2025 Q1	$1.39M	Hold	29,820	–	–	0.41%	75
2024 Q4	$1.28M	Buy	29,820 +10,200	+52%	+$464K	0.38%	77
2024 Q3	$861K	Hold	19,620	–	–	0.26%	98
2024 Q2	$894K	Buy	19,620 +1,422	+8%	+$66.2K	0.28%	92
2024 Q1	$859K	Buy	18,198 +200	+1%	+$8.59K	0.29%	88
2023 Q4	$754K	Hold	17,998	–	–	0.26%	93
2023 Q3	$813K	Hold	17,998	–	–	0.3%	85
2023 Q2	$730K	Hold	17,998	–	–	0.26%	94
2023 Q1	$745K	Buy	17,998 +358	+2%	+$15.3K	0.28%	91
2022 Q4	$771K	Hold	17,640	–	–	0.31%	87
2022 Q3	$635K	Buy	17,640 +2,450	+16%	+$92.7K	0.28%	94
2022 Q2	$543K	Hold	15,190	–	–	0.22%	110
2022 Q1	$581K	Buy	15,190 +550	+4%	+$19K	0.2%	113
2021 Q4	$406K	Buy	14,640 +500	+4%	+$14.1K	0.13%	152
2021 Q3	$368K	Buy	14,140 +2,600	+23%	+$64.4K	0.13%	149
2021 Q2	$311K	Buy	+11,540	New	+$300K	0.11%	162

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Meridian Investment Counsel's XLE Position: Q2 2026 in Review

Meridian Investment Counsel increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q2 2026, buying an estimated $307K and bringing the position to 34,348 shares worth $1.82M. The position accounts for 0.39% of the portfolio, ranked #79.

Meridian Investment Counsel first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. 874 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Meridian Investment Counsel held 34,348 shares of State Street Energy Select Sector SPDR ETF worth $1.82M as of Q2 2026.
Meridian Investment Counsel bought 5,378 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $307K.
State Street Energy Select Sector SPDR ETF made up 0.39% of Meridian Investment Counsel's portfolio in Q2 2026, its #79 holding.
Meridian Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
874 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.