Phillips Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Phillips Financial Management’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	$120K	Hold	1,952	–	–	0.01%	219
2026 Q2	$104K	Hold	1,952	–	–	0.01%	226
2026 Q1	$120K	Sell	1,952 -1,072	-35%	-$57.5K	0.01%	212
2025 Q4	$135K	Hold	3,024	–	–	0.01%	222
2025 Q3	$135K	Buy	3,024 +396	+15%	+$17.3K	0.01%	228
2025 Q2	$111K	Hold	2,628	–	–	0.01%	202
2025 Q1	$123K	Hold	2,628	–	–	0.01%	192
2024 Q4	$113K	Hold	2,628	–	–	0.01%	189
2024 Q3	$115K	Sell	2,628 -284	-10%	-$12.7K	0.01%	199
2024 Q2	$133K	Hold	2,912	–	–	0.01%	196
2024 Q1	$137K	Hold	2,912	–	–	0.01%	190
2023 Q4	$122K	Buy	2,912 +60	+2%	+$2.57K	0.01%	176
2023 Q3	$129K	Sell	2,852 -394	-12%	-$17.2K	0.01%	169
2023 Q2	$132K	Hold	3,246	–	–	0.01%	172
2023 Q1	$134K	Hold	3,246	–	–	0.01%	175
2022 Q4	$142K	Hold	3,246	–	–	0.01%	156
2022 Q3	$117K	Buy	+3,246	New	+$123K	0.01%	155

Other funds holding XLE

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

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

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

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

Phillips Financial Management's XLE Position: Q3 2026 in Review

Phillips Financial Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 1,952 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #219.

Phillips Financial Management first reported a position in XLE in Q3 2022 and has held it in 17 quarters since. The position peaked at $142K in Q4 2022. 643 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Phillips Financial Management held 1,952 shares of State Street Energy Select Sector SPDR ETF worth $120K as of Q3 2026.
Phillips Financial Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Phillips Financial Management's portfolio in Q3 2026, its #219 holding.
Phillips Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 17 quarters since.
Phillips Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $142K in Q4 2022.
643 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.