Post Resch Tallon Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Post Resch Tallon Group’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	$272K	Buy	4,425 +3	+0.1%	+$182	0.19%	92
2026 Q2	$235K	Buy	4,422 +3	+0.1%	+$172	0.16%	110
2026 Q1	$266K	Buy	+4,419	New	+$237K	0.22%	87
2025 Q4	–	Sell	-6,014	Closed	-$269K	–	118
2025 Q3	$269K	Buy	6,014 +604	+11%	+$26.4K	0.24%	76
2025 Q2	$229K	Sell	5,410 -66	-1%	-$2.75K	0.22%	80
2025 Q1	$255K	Sell	5,476 -44	-0.8%	-$1.98K	0.26%	70
2024 Q4	$239K	Buy	+5,520	New	+$251K	0.23%	78

Other funds holding XLE

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

SFGP

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Post Resch Tallon Group's XLE Position: Q3 2026 in Review

Post Resch Tallon Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.07% in Q3 2026, buying an estimated $182 and bringing the position to 4,425 shares worth $272K. The position accounts for 0.19% of the portfolio, ranked #92.

Post Resch Tallon Group first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Post Resch Tallon Group held 4,425 shares of State Street Energy Select Sector SPDR ETF worth $272K as of Q3 2026.
Post Resch Tallon Group bought 3 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $182.
State Street Energy Select Sector SPDR ETF made up 0.19% of Post Resch Tallon Group's portfolio in Q3 2026, its #92 holding.
Post Resch Tallon Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Post Resch Tallon Group's 13F filing for Q3 2026, filed 9 Oct 2026.