Peddock Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Peddock Capital Advisors’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	$2.17M	Sell	35,222 -1,283	-4%	-$77.8K	0.42%	51
2026 Q2	$1.94M	Sell	36,505 -1,534	-4%	-$87.7K	0.39%	59
2026 Q1	$2.33M	Buy	38,039 +5,852	+18%	+$314K	0.51%	49
2025 Q4	$1.44M	Sell	32,187 -5,735	-15%	-$255K	0.3%	63
2025 Q3	$1.69M	Buy	37,922 +656	+2%	+$28.7K	0.37%	58
2025 Q2	$1.58M	Buy	37,266 +2,384	+7%	+$99.3K	0.37%	59
2025 Q1	$1.63M	Buy	34,882 +978	+3%	+$44.1K	0.41%	59
2024 Q4	$1.45M	Buy	33,904 +562	+2%	+$25.5K	0.35%	60
2024 Q3	$1.46M	Buy	33,342 +5,610	+20%	+$251K	0.35%	66
2024 Q2	$1.26M	Buy	27,732 +2,082	+8%	+$97K	0.33%	67
2024 Q1	$1.21M	Buy	25,650 +784	+3%	+$33.7K	0.32%	69
2023 Q4	$1.04M	Buy	24,866 +3,546	+17%	+$152K	0.32%	74
2023 Q3	$964K	Buy	21,320 +5,800	+37%	+$254K	0.32%	72
2023 Q2	$630K	Buy	15,520 +1,876	+14%	+$76.4K	0.21%	89
2023 Q1	$565K	Buy	13,644 +5,516	+68%	+$236K	0.2%	92
2022 Q4	$355K	Buy	8,128 +1,224	+18%	+$53.3K	0.14%	112
2022 Q3	$249K	Buy	6,904 +16	+0.2%	+$605	0.1%	135
2022 Q2	$246K	Sell	6,888 -1,164	-14%	-$46.7K	0.1%	135
2022 Q1	$308K	Buy	8,052 +612	+8%	+$21.2K	0.1%	134
2021 Q4	$206K	Buy	+7,440	New	+$210K	0.07%	140

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Peddock Capital Advisors's XLE Position: Q3 2026 in Review

Peddock Capital Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.5% in Q3 2026, selling an estimated $77.8K and leaving 35,222 shares worth $2.17M. The position accounts for 0.42% of the portfolio, ranked #51.

Peddock Capital Advisors first reported a position in XLE in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.33M in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Peddock Capital Advisors held 35,222 shares of State Street Energy Select Sector SPDR ETF worth $2.17M as of Q3 2026.
Peddock Capital Advisors sold 1,283 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $77.8K.
State Street Energy Select Sector SPDR ETF made up 0.42% of Peddock Capital Advisors's portfolio in Q3 2026, its #51 holding.
Peddock Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
Peddock Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.33M in Q1 2026.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Peddock Capital Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.