Pacifica Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pacifica Partners’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	$32.3K	Buy	516 +26	+5%	+$1.58K	0.01%	203
2026 Q2	$26.1K	Hold	490	–	–	0.01%	228
2026 Q1	$30K	Hold	490	–	–	0.01%	225
2025 Q4	$22.4K	Buy	490 +330	+206%	+$14.7K	0.01%	238
2025 Q3	$7.15K	Hold	160	–	–	﹤0.01%	359
2025 Q2	$6.82K	Hold	160	–	–	﹤0.01%	369
2025 Q1	$6.94K	Hold	160	–	–	﹤0.01%	362
2024 Q4	$6.93K	Hold	160	–	–	﹤0.01%	355
2024 Q3	$7.02K	Hold	160	–	–	﹤0.01%	378
2024 Q2	$7.32K	Sell	160 -54	-25%	-$2.52K	﹤0.01%	386
2024 Q1	$10K	Hold	214	–	–	﹤0.01%	360
2023 Q4	$8.9K	Sell	214 -346	-62%	-$14.8K	﹤0.01%	378
2023 Q3	$23.9K	Buy	560 +400	+250%	+$17.5K	0.01%	266
2023 Q2	$6.47K	Hold	160	–	–	﹤0.01%	342
2023 Q1	$6.77K	Hold	160	–	–	﹤0.01%	352
2022 Q4	$7.05K	Hold	160	–	–	﹤0.01%	317
2022 Q3	$6K	Hold	160	–	–	﹤0.01%	359
2022 Q2	$6K	Hold	160	–	–	﹤0.01%	362
2022 Q1	$6K	Buy	160 +100	+167%	+$3.46K	﹤0.01%	363
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	450
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	457
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	445
2021 Q1	$1K	Hold	60	–	–	﹤0.01%	402
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	376
2020 Q3	$1K	Buy	+60	New	+$1.06K	﹤0.01%	338
2020 Q2	–	Sell	-780	Closed	-$13K	–	410
2020 Q1	$13K	Buy	780 +600	+333%	+$14.2K	0.02%	210
2019 Q4	$5K	Buy	+180	New	+$5.34K	﹤0.01%	292

Other funds holding XLE

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

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

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 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

Pacifica Partners's XLE Position: Q3 2026 in Review

Pacifica Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.3% in Q3 2026, buying an estimated $1.58K and bringing the position to 516 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #203.

Pacifica Partners first reported a position in XLE in Q4 2019 and has held it in 27 quarters since. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Pacifica Partners held 516 shares of State Street Energy Select Sector SPDR ETF worth $32.3K as of Q3 2026.
Pacifica Partners bought 26 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $1.58K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #203 holding.
Pacifica Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.