North Point Portfolio Managers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

North Point Portfolio Managers’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	$12.3K	Buy	+200	New	+$12.1K	﹤0.01%	196

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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

SFGP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

North Point Portfolio Managers's XLE Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 200 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings.

335 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

North Point Portfolio Managers held 200 shares of State Street Energy Select Sector SPDR ETF worth $12.3K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new North Point Portfolio Managers position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #196 holding.
335 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.