NWF Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
NWF Advisory Services's XLE Position: Q3 2026 in Review
NWF Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5% in Q3 2026, selling an estimated $16.7K and leaving 5,242 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #295.
NWF Advisory Services first reported a position in XLE in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.46M in Q3 2024. 648 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- NWF Advisory Services held 5,242 shares of State Street Energy Select Sector SPDR ETF worth $322K as of Q3 2026.
- NWF Advisory Services sold 276 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $16.7K.
- State Street Energy Select Sector SPDR ETF made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #295 holding.
- NWF Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
- NWF Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $4.46M in Q3 2024.
- 648 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.