Paladin Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Paladin Advisory Group’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	$55.2K	Hold	898	–	–	0.04%	150
2026 Q2	$47.7K	Hold	898	–	–	0.03%	153
2026 Q1	$55K	Hold	898	–	–	0.04%	144
2025 Q4	$40.2K	Sell	898 -738	-45%	-$32.9K	0.03%	159
2025 Q3	$73.1K	Buy	1,636 +738	+82%	+$32.3K	0.06%	124
2025 Q2	$38.1K	Hold	898	–	–	0.03%	152
2025 Q1	$42K	Hold	898	–	–	0.03%	155
2024 Q4	$38.5K	Hold	898	–	–	0.03%	161
2024 Q3	$39.4K	Hold	898	–	–	0.03%	160
2024 Q2	$40.9K	Hold	898	–	–	0.03%	154
2024 Q1	$42.7K	Hold	898	–	–	0.03%	154
2023 Q4	$37.6K	Hold	898	–	–	0.03%	158
2023 Q3	$40.6K	Hold	898	–	–	0.03%	158
2023 Q2	$36.4K	Hold	898	–	–	0.03%	171
2023 Q1	$37.2K	Buy	+898	New	+$38.4K	0.03%	168
2022 Q2	–	Sell	-1,196	Closed	-$48K	–	539
2022 Q1	$46K	Buy	+1,196	New	+$41.4K	0.04%	177

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 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

Paladin Advisory Group's XLE Position: Q3 2026 in Review

Paladin Advisory Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 898 shares worth $55.2K. The position accounts for 0.04% of the portfolio, ranked #150.

Paladin Advisory Group first reported a position in XLE in Q1 2022 and has held it in 16 quarters since. The position peaked at $73.1K in Q3 2025. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Paladin Advisory Group held 898 shares of State Street Energy Select Sector SPDR ETF worth $55.2K as of Q3 2026.
Paladin Advisory Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.04% of Paladin Advisory Group's portfolio in Q3 2026, its #150 holding.
Paladin Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $73.1K in Q3 2025.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.