Polaris Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Polaris Financial Partners’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	$122K	Buy	+1,975	New	+$120K	0.05%	109

Other funds holding XLE

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's XLE Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 1,975 shares worth $122K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings.

16 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Polaris Financial Partners held 1,975 shares of State Street Energy Select Sector SPDR ETF worth $122K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Polaris Financial Partners position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.05% of Polaris Financial Partners's portfolio in Q3 2026, its #109 holding.
16 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.