Patriot Investment Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Patriot Investment Management 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	$492K	Sell	8,004 -5,000	-38%	-$303K	0.03%	166
2026 Q2	$691K	Sell	13,004 -600	-4%	-$34.3K	0.04%	142
2026 Q1	$833K	Hold	13,604	–	–	0.05%	134
2025 Q4	$608K	Sell	13,604 -712	-5%	-$31.7K	0.04%	150
2025 Q3	$639K	Hold	14,316	–	–	0.04%	146
2025 Q2	$607K	Buy	+14,316	New	+$596K	0.04%	143
2023 Q1	–	Sell	-3,896	Closed	-$178K	–	393
2022 Q4	$178K	Buy	+3,896	New	+$170K	0.02%	246
2020 Q3	–	Sell	-922	Closed	-$17.4K	–	654
2020 Q2	$17.4K	Buy	+922	New	+$17.1K	﹤0.01%	441

Other funds holding XLE

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

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

SFGP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Patriot Investment Management Group's XLE Position: Q3 2026 in Review

Patriot Investment Management Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 38% in Q3 2026, selling an estimated $303K and leaving 8,004 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #166.

Patriot Investment Management Group first reported a position in XLE in Q2 2020 and has held it in 8 quarters since. The position peaked at $833K in Q1 2026. 335 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Patriot Investment Management Group held 8,004 shares of State Street Energy Select Sector SPDR ETF worth $492K as of Q3 2026.
Patriot Investment Management Group sold 5,000 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $303K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Patriot Investment Management Group's portfolio in Q3 2026, its #166 holding.
Patriot Investment Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 8 quarters since.
Patriot Investment Management Group's State Street Energy Select Sector SPDR ETF position peaked at $833K in Q1 2026.
335 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.