Mission Wealth Management
XLE icon

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

Mission 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 		$1.34M Sell
21,715
-2,608
-11% -$158K 0.02% 325
2026
Q2 		$1.29M Buy
24,323
+7,877
+48% +$450K 0.02% 407
2026
Q1 		$1.01M Buy
16,446
+521
+3% +$27.9K 0.02% 328
2025
Q4 		$712K Sell
15,925
-3,983
-20% -$177K 0.01% 406
2025
Q3 		$889K Sell
19,908
-6,442
-24% -$282K 0.02% 356
2025
Q2 		$1.12M Sell
26,350
-8,872
-25% -$369K 0.02% 307
2025
Q1 		$1.65M Sell
35,222
-4,184
-11% -$189K 0.04% 215
2024
Q4 		$1.69M Sell
39,406
-3,190
-7% -$145K 0.04% 206
2024
Q3 		$1.87M Sell
42,596
-1,542
-3% -$68.9K 0.05% 186
2024
Q2 		$2.01M Buy
44,138
+926
+2% +$43.1K 0.05% 171
2024
Q1 		$2.04M Buy
43,212
+1,778
+4% +$76.4K 0.05% 180
2023
Q4 		$1.74M Sell
41,434
-1,526
-4% -$65.2K 0.06% 161
2023
Q3 		$1.94M Buy
42,960
+1,242
+3% +$54.3K 0.07% 136
2023
Q2 		$1.69M Buy
41,718
+4,126
+11% +$168K 0.06% 149
2023
Q1 		$1.56M Buy
37,592
+27,460
+271% +$1.17M 0.07% 159
2022
Q4 		$443K Buy
10,132
+3,916
+63% +$170K 0.02% 344
2022
Q3 		$224K Buy
6,216
+38
+0.6% +$1.44K 0.01% 447
2022
Q2 		$221K Buy
6,178
+184
+3% +$7.38K 0.01% 460
2022
Q1 		$229K Buy
+5,994
New +$208K 0.01% 476

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Mission Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q3 2026, selling an estimated $158K and leaving 21,715 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #325.

Mission Wealth Management first reported a position in XLE in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.04M in Q1 2024. 1,457 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Mission Wealth Management held 21,715 shares of State Street Energy Select Sector SPDR ETF worth $1.34M as of Q3 2026.
  • Mission Wealth Management sold 2,608 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $158K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Mission Wealth Management's portfolio in Q3 2026, its #325 holding.
  • Mission Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
  • Mission Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.04M in Q1 2024.
  • 1,457 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.