PCS
XLE icon

Private Client Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Private Client 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
Q3 		$1.25M Buy
20,402
+3,104
+18% +$188K 0.34% 65
2026
Q2 		$919K Buy
17,298
+6,340
+58% +$363K 0.24% 84
2026
Q1 		$671K Buy
10,958
+2,365
+28% +$127K 0.2% 91
2025
Q4 		$384K Sell
8,593
-817
-9% -$36.4K 0.12% 123
2025
Q3 		$420K Sell
9,410
-2,930
-24% -$128K 0.14% 116
2025
Q2 		$523K Buy
12,340
+2,316
+23% +$96.5K 0.2% 106
2025
Q1 		$468K Sell
10,024
-956
-9% -$43.1K 0.23% 92
2024
Q4 		$470K Sell
10,980
-168
-2% -$7.63K 0.25% 88
2024
Q3 		$489K Sell
11,148
-126
-1% -$5.63K 0.26% 80
2024
Q2 		$514K Buy
11,274
+310
+3% +$14.4K 0.32% 66
2024
Q1 		$518K Sell
10,964
-20
-0.2% -$859 0.35% 65
2023
Q4 		$460K Buy
+10,984
New +$470K 0.38% 80

Other funds holding XLE

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Private Client Services's XLE Position: Q3 2026 in Review

Private Client Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q3 2026, buying an estimated $188K and bringing the position to 20,402 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #65.

Private Client Services first reported a position in XLE in Q4 2023 and has held it in 12 quarters since. 33 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Private Client Services held 20,402 shares of State Street Energy Select Sector SPDR ETF worth $1.25M as of Q3 2026.
  • Private Client Services bought 3,104 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $188K.
  • State Street Energy Select Sector SPDR ETF made up 0.34% of Private Client Services's portfolio in Q3 2026, its #65 holding.
  • Private Client Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • 33 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.