Private Wealth Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Private Wealth 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	$442K	Hold	7,187	–	–	0.17%	41
2026 Q2	$382K	Hold	7,187	–	–	0.15%	50
2026 Q1	$440K	Hold	7,187	–	–	0.21%	44
2025 Q4	$321K	Buy	7,187 +905	+14%	+$40.3K	0.15%	51
2025 Q3	$281K	Hold	6,282	–	–	0.14%	53
2025 Q2	$266K	Hold	6,282	–	–	0.14%	58
2025 Q1	$294K	Sell	6,282 -19,444	-76%	-$877K	0.17%	52
2024 Q4	$1.1M	Hold	25,726	–	–	0.54%	31
2024 Q3	$1.13M	Sell	25,726 -722	-3%	-$32.3K	0.56%	30
2024 Q2	$1.21M	Buy	26,448 +714	+3%	+$33.3K	0.63%	27
2024 Q1	$1.21M	Hold	25,734	–	–	0.63%	27
2023 Q4	$1.08M	Sell	25,734 -420	-2%	-$18K	0.61%	25
2023 Q3	$1.18M	Buy	26,154 +178	+0.7%	+$7.79K	0.77%	24
2023 Q2	$1.05M	Sell	25,976 -810	-3%	-$33K	1.09%	24
2023 Q1	$1.11M	Sell	26,786 -952	-3%	-$40.7K	1.53%	23
2022 Q4	$1.21M	Sell	27,738 -47,148	-63%	-$2.05M	1.72%	24
2022 Q3	$2.7M	Buy	74,886 +110	+0.1%	+$4.16K	4.22%	7
2022 Q2	$2.67M	Buy	74,776 +4,714	+7%	+$189K	3.31%	11
2022 Q1	$2.68M	Buy	70,062 +3,902	+6%	+$135K	1.97%	12
2021 Q4	$1.84M	Sell	66,160 -7,676	-10%	-$217K	1.24%	13
2021 Q3	$1.92M	Sell	73,836 -64	-0.1%	-$1.59K	1.27%	14
2021 Q2	$1.99M	Sell	73,900 -1,138	-2%	-$29.6K	1.32%	14
2021 Q1	$1.84M	Buy	75,038 +26,124	+53%	+$603K	1.31%	14
2020 Q4	$927K	Buy	48,914 +6,808	+16%	+$117K	0.77%	19
2020 Q3	$631K	Sell	42,106 -21,568	-34%	-$383K	0.51%	21
2020 Q2	$1.2M	Buy	63,674 +17,866	+39%	+$332K	0.99%	9
2020 Q1	$666K	Buy	+45,808	New	+$1.09M	0.78%	16

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Wealth Group's XLE Position: Q3 2026 in Review

Private Wealth Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 7,187 shares worth $442K. The position accounts for 0.17% of the portfolio, ranked #41.

Private Wealth Group first reported a position in XLE in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.7M in Q3 2022. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Private Wealth Group held 7,187 shares of State Street Energy Select Sector SPDR ETF worth $442K as of Q3 2026.
Private Wealth Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.17% of Private Wealth Group's portfolio in Q3 2026, its #41 holding.
Private Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 27 quarters since.
Private Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $2.7M in Q3 2022.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.