Opus Financial Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Opus Financial Solutions’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	$244K	Buy	+3,972	New	+$241K	0.22%	91

Other funds holding XLE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Opus Financial Solutions's XLE Position: Q3 2026 in Review

Opus Financial Solutions opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 3,972 shares worth $244K. The stake represents 0.22% of the portfolio and ranks #91 among its holdings.

1,519 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Opus Financial Solutions held 3,972 shares of State Street Energy Select Sector SPDR ETF worth $244K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Opus Financial Solutions position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.22% of Opus Financial Solutions's portfolio in Q3 2026, its #91 holding.
1,519 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Opus Financial Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.