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

Private Wealth Management 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	$6.76K	Sell	110 -148	-57%	-$8.97K	﹤0.01%	769
2026 Q2	$13.7K	Buy	258 +148	+135%	+$8.46K	﹤0.01%	493
2026 Q1	$6.74K	Hold	110	–	–	﹤0.01%	658
2025 Q4	$4.92K	Sell	110 -90	-45%	-$4.01K	﹤0.01%	779
2025 Q3	$8.93K	Hold	200	–	–	﹤0.01%	551
2025 Q2	$8.48K	Buy	200 +142	+245%	+$5.91K	﹤0.01%	546
2025 Q1	$2.71K	Buy	+58	New	+$2.62K	﹤0.01%	954

Other funds holding XLE

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 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

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 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

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

Private Wealth Management Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 57% in Q3 2026, selling an estimated $8.97K and leaving 110 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Private Wealth Management Group first reported a position in XLE in Q1 2025 and has held it in 7 quarters since. The position peaked at $13.7K in Q2 2026. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Private Wealth Management Group held 110 shares of State Street Energy Select Sector SPDR ETF worth $6.76K as of Q3 2026.
Private Wealth Management Group sold 148 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $8.97K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #769 holding.
Private Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
Private Wealth Management Group's State Street Energy Select Sector SPDR ETF position peaked at $13.7K in Q2 2026.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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