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

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

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.