Professional Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$23M Buy
+374,358
New +$22.7M 2.75% 20
2020
Q2
– Sell
-469,692
Closed -$6.82M – 67
2020
Q1
$6.82M Buy
469,692
+61,084
+15% +$1.45M 1.58% 30
2019
Q4
$12.3M Buy
408,608
+9,678
+2% +$287K 2.18% 26
2019
Q3
$11.8M Sell
398,930
-6,874
-2% -$208K 2.24% 25
2019
Q2
$12.9M Sell
405,804
-3,998
-1% -$128K 2.51% 24
2019
Q1
$13.5M Buy
409,802
+16,754
+4% +$538K 2.72% 21
2018
Q4
$11.3M Buy
393,048
+20,158
+5% +$674K 2.51% 26
2018
Q3
$14.1M Buy
372,890
+2,118
+0.6% +$79.4K 2.78% 19
2018
Q2
$14.1M Sell
370,772
-16,824
-4% -$625K 2.9% 21
2018
Q1
$13.1M Buy
387,596
+2,956
+0.8% +$105K 2.83% 24
2017
Q4
$13.9M Sell
384,640
-5,510
-1% -$190K 2.93% 20
2017
Q3
$13.4M Buy
390,150
+4,448
+1% +$145K 2.85% 22
2017
Q2
$12.5M Buy
385,702
+14,592
+4% +$490K 2.72% 25
2017
Q1
$13M Buy
371,110
+4,028
+1% +$146K 2.87% 22
2016
Q4
$13.8M Sell
367,082
-6,072
-2% -$220K 3.21% 15
2016
Q3
$13.2M Sell
373,154
-1,686
-0.4% -$57.8K 3% 17
2016
Q2
$12.8M Sell
374,840
-10,384
-3% -$343K 2.93% 23
2016
Q1
$11.9M Sell
385,224
-2,184
-0.6% -$63.4K 2.82% 22
2015
Q4
$11.7M Sell
387,408
-217,282
-36% -$7.15M 2.79% 22
2015
Q3
$18.5M Buy
+604,690
New +$20.4M 4.64% 1

Other funds holding XLE

Professional Advisory Services's XLE Position: Q3 2026 in Review

Professional Advisory Services opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 374,358 shares worth $23M. The stake represents 2.75% of the portfolio and ranks #20 among its holdings. This is a return to the name: Professional Advisory Services previously reported a position in XLE as recently as Q1 2020.

Professional Advisory Services first reported a position in XLE in Q3 2015 and has held it in 20 quarters since. 467 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Professional Advisory Services held 374,358 shares of State Street Energy Select Sector SPDR ETF worth $23M as of Q3 2026.
  • State Street Energy Select Sector SPDR ETF was a new Professional Advisory Services position in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up 2.75% of Professional Advisory Services's portfolio in Q3 2026, its #20 holding.
  • Professional Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 20 quarters since.
  • 467 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.