Physician Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
AIM
Physician Wealth Advisors's XLE Position: Q3 2026 in Review
Physician Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.3% in Q3 2026, buying an estimated $4.36K and bringing the position to 1,425 shares worth $87.6K. The position accounts for 0.01% of the portfolio, ranked #339.
Physician Wealth Advisors first reported a position in XLE in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.56M in Q1 2022. 1,384 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Physician Wealth Advisors held 1,425 shares of State Street Energy Select Sector SPDR ETF worth $87.6K as of Q3 2026.
- Physician Wealth Advisors bought 72 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $4.36K.
- State Street Energy Select Sector SPDR ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #339 holding.
- Physician Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 15 quarters since.
- Physician Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.56M in Q1 2022.
- 1,384 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.