PKS Advisory Services’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
Q1
$385K Sell
6,282
-306
-5% -$16.4K 0.09% 184
2025
Q4
$295K Buy
6,588
+6
+0.1% +$267 0.07% 201
2025
Q3
$294K Sell
6,582
-218
-3% -$9.54K 0.06% 196
2025
Q2
$288K Sell
6,800
-15,192
-69% -$633K 0.07% 208
2025
Q1
$1.03M Sell
21,992
-312
-1% -$14.1K 0.28% 71
2024
Q4
$955K Buy
+22,304
New +$1.01M 0.24% 71

Other funds holding XLE

PKS Advisory Services's XLE Position: Q1 2026 in Review

PKS Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.6% in Q1 2026, selling an estimated $16.4K and leaving 6,282 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #184.

PKS Advisory Services first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • PKS Advisory Services held 6,282 shares of State Street Energy Select Sector SPDR ETF worth $385K as of Q1 2026.
  • PKS Advisory Services sold 306 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $16.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of PKS Advisory Services's portfolio in Q1 2026, its #184 holding.
  • PKS Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $1.03M in Q1 2025.
  • 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.