Northland Securities
XLE icon

Northland Securities’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Northland Securities’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 		$4.5M Buy
73,212
+164
+0.2% +$9.9K 2.63% 7
2026
Q2 		$3.88M Buy
73,048
+6,308
+9% +$361K 2.26% 7
2026
Q1 		$4.09M Sell
66,740
-2,521
-4% -$135K 3.89% 4
2025
Q4 		$3.1M Buy
+69,261
New +$3.08M 2.97% 7

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

Northland Securities's XLE Position: Q3 2026 in Review

Northland Securities increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.22% in Q3 2026, buying an estimated $9.9K and bringing the position to 73,212 shares worth $4.5M. The position accounts for 2.63% of the portfolio, ranked #7.

Northland Securities first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Northland Securities held 73,212 shares of State Street Energy Select Sector SPDR ETF worth $4.5M as of Q3 2026.
  • Northland Securities bought 164 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $9.9K.
  • State Street Energy Select Sector SPDR ETF made up 2.63% of Northland Securities's portfolio in Q3 2026, its #7 holding.
  • Northland Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Northland Securities's 13F filing for Q3 2026, filed 2 Nov 2026.