Physicians Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Physicians Financial Services’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 Q2	$312K	Sell	5,882 -296	-5%	-$16.9K	0.08%	94
2026 Q1	$378K	Hold	6,178	–	–	0.1%	85
2025 Q4	$276K	Buy	+6,178	New	+$275K	0.07%	96
2024 Q4	–	Sell	-6,786	Closed	-$298K	–	110
2024 Q3	$298K	Hold	6,786	–	–	0.09%	93
2024 Q2	$309K	Hold	6,786	–	–	0.1%	94
2024 Q1	$320K	Sell	6,786 -476	-7%	-$20.4K	0.11%	94
2023 Q4	$304K	Sell	7,262 -762	-9%	-$32.6K	0.12%	91
2023 Q3	$363K	Sell	8,024 -122	-1%	-$5.34K	0.15%	89
2023 Q2	$331K	Sell	8,146 -464	-5%	-$18.9K	0.13%	93
2023 Q1	$357K	Buy	8,610 +2	+0%	+$86	0.15%	90
2022 Q4	$376K	Buy	8,608 +1,114	+15%	+$48.5K	0.17%	87
2022 Q3	$270K	Buy	7,494 +2	+0%	+$76	0.13%	95
2022 Q2	$268K	Buy	7,492 +2	+0%	+$80	0.12%	101
2022 Q1	$286K	Buy	+7,490	New	+$259K	0.11%	102
2017 Q1	–	Sell	-188	Closed	-$6K	–	266
2016 Q4	$6K	Hold	188	–	–	﹤0.01%	262
2016 Q3	$6K	Hold	188	–	–	0.01%	257
2016 Q2	$6K	Buy	188 +2	+1%	+$66	0.01%	254
2016 Q1	$6K	Hold	186	–	–	0.01%	251
2015 Q4	$6K	Buy	+186	New	+$6.12K	0.01%	261

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Physicians Financial Services's XLE Position: Q2 2026 in Review

Physicians Financial Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.8% in Q2 2026, selling an estimated $16.9K and leaving 5,882 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #94.

Physicians Financial Services first reported a position in XLE in Q4 2015 and has held it in 19 quarters since. The position peaked at $378K in Q1 2026. 763 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Physicians Financial Services held 5,882 shares of State Street Energy Select Sector SPDR ETF worth $312K as of Q2 2026.
Physicians Financial Services sold 296 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $16.9K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Physicians Financial Services's portfolio in Q2 2026, its #94 holding.
Physicians Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 19 quarters since.
Physicians Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $378K in Q1 2026.
763 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.