Meriwether Wealth & Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Meriwether Wealth & Planning’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	$1.22M	Sell	19,848 -299	-1%	-$18.1K	0.55%	28
2026 Q2	$1.07M	Sell	20,147 -536	-3%	-$30.6K	0.53%	31
2026 Q1	$1.27M	Buy	20,683 +203	+1%	+$10.9K	0.69%	26
2025 Q4	$916K	Sell	20,480 -6,488	-24%	-$289K	0.52%	39
2025 Q3	$1.2M	Sell	26,968 -2,890	-10%	-$127K	0.7%	25
2025 Q2	$1.27M	Sell	29,858 -7,622	-20%	-$317K	0.79%	21
2025 Q1	$1.75M	Buy	37,480 +9,264	+33%	+$418K	1.14%	15
2024 Q4	$1.21M	Buy	+28,216	New	+$1.28M	0.86%	21

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Meriwether Wealth & Planning's XLE Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q3 2026, selling an estimated $18.1K and leaving 19,848 shares worth $1.22M. The position accounts for 0.55% of the portfolio, ranked #28.

Meriwether Wealth & Planning first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q1 2025. 537 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Meriwether Wealth & Planning held 19,848 shares of State Street Energy Select Sector SPDR ETF worth $1.22M as of Q3 2026.
Meriwether Wealth & Planning sold 299 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $18.1K.
State Street Energy Select Sector SPDR ETF made up 0.55% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #28 holding.
Meriwether Wealth & Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's State Street Energy Select Sector SPDR ETF position peaked at $1.75M in Q1 2025.
537 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.