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

Paladin 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	$474K	Sell	7,710 -35,400	-82%	-$2.15M	0.29%	36
2026 Q2	$2.29M	Hold	43,110	–	–	1.51%	15
2026 Q1	$2.64M	Buy	43,110 +35,400	+459%	+$1.9M	1.9%	14
2025 Q4	$345K	Buy	+7,710	New	+$343K	0.26%	32

Other funds holding XLE

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Paladin Partners's XLE Position: Q3 2026 in Review

Paladin Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 82% in Q3 2026, selling an estimated $2.15M and leaving 7,710 shares worth $474K. The position accounts for 0.29% of the portfolio, ranked #36.

Paladin Partners first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.64M in Q1 2026. 33 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Paladin Partners held 7,710 shares of State Street Energy Select Sector SPDR ETF worth $474K as of Q3 2026.
Paladin Partners sold 35,400 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $2.15M.
State Street Energy Select Sector SPDR ETF made up 0.29% of Paladin Partners's portfolio in Q3 2026, its #36 holding.
Paladin Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
Paladin Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.64M in Q1 2026.
33 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.