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

Olistico Wealth’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	$87.9K	Buy	1,430 +40	+3%	+$2.42K	0.04%	132
2026 Q2	$73.8K	Hold	1,390	–	–	0.03%	138
2026 Q1	$85.2K	Buy	1,390 +100	+8%	+$5.36K	0.04%	133
2025 Q4	$57.7K	Buy	+1,290	New	+$57.4K	0.03%	151
2025 Q3	–	Sell	-1,290	Closed	-$54.7K	–	353
2025 Q2	$54.7K	Sell	1,290 -120	-9%	-$5K	0.03%	158
2025 Q1	$65.9K	Buy	1,410 +40	+3%	+$1.8K	0.04%	147
2024 Q4	$58.7K	Hold	1,370	–	–	0.03%	150
2024 Q3	$60.1K	Hold	1,370	–	–	0.04%	155
2024 Q2	$62.4K	Buy	+1,370	New	+$63.8K	0.04%	147

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

BFP

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

Olistico Wealth's XLE Position: Q3 2026 in Review

Olistico Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.9% in Q3 2026, buying an estimated $2.42K and bringing the position to 1,430 shares worth $87.9K. The position accounts for 0.04% of the portfolio, ranked #132.

Olistico Wealth first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. 535 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Olistico Wealth held 1,430 shares of State Street Energy Select Sector SPDR ETF worth $87.9K as of Q3 2026.
Olistico Wealth bought 40 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $2.42K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Olistico Wealth's portfolio in Q3 2026, its #132 holding.
Olistico Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
535 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.