Premier Path Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Premier Path Wealth 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	$2.2M	Sell	35,807 -15,435	-30%	-$936K	0.26%	93
2026 Q2	$2.72M	Sell	51,242 -858	-2%	-$49.1K	0.31%	79
2026 Q1	$3.19M	Sell	52,100 -20,360	-28%	-$1.09M	0.42%	52
2025 Q4	$3.24M	Sell	72,460 -4,554	-6%	-$203K	0.42%	52
2025 Q3	$3.44M	Sell	77,014 -2,098	-3%	-$91.9K	0.44%	48
2025 Q2	$3.35M	Buy	79,112 +7,734	+11%	+$322K	0.47%	45
2025 Q1	$3.34M	Buy	71,378 +2	+0%	+$90	0.52%	40
2024 Q4	$3.06M	Sell	71,376 -4,498	-6%	-$204K	0.47%	46
2024 Q3	$3.33M	Buy	75,874 +4,380	+6%	+$196K	0.53%	40
2024 Q2	$3.26M	Sell	71,494 -1,042	-1%	-$48.5K	0.56%	38
2024 Q1	$3.42M	Buy	72,536 +7,842	+12%	+$337K	0.64%	34
2023 Q4	$2.75M	Buy	+64,694	New	+$2.77M	0.61%	34

Other funds holding XLE

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

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Premier Path Wealth Partners's XLE Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q3 2026, selling an estimated $936K and leaving 35,807 shares worth $2.2M. The position accounts for 0.26% of the portfolio, ranked #93.

Premier Path Wealth Partners first reported a position in XLE in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.44M in Q3 2025. 488 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Premier Path Wealth Partners held 35,807 shares of State Street Energy Select Sector SPDR ETF worth $2.2M as of Q3 2026.
Premier Path Wealth Partners sold 15,435 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $936K.
State Street Energy Select Sector SPDR ETF made up 0.26% of Premier Path Wealth Partners's portfolio in Q3 2026, its #93 holding.
Premier Path Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $3.44M in Q3 2025.
488 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.