Prota Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Prota Financial’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	$251K	Sell	4,000 -1,368	-25%	-$82.9K	0.16%	60
2026 Q2	$283K	Sell	5,368 -1,970	-27%	-$113K	0.19%	59
2026 Q1	$450K	Sell	7,338 -129,503	-95%	-$6.95M	0.33%	51
2025 Q4	$6.12M	Buy	+136,841	New	+$6.09M	4.41%	10

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

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

Prota Financial's XLE Position: Q3 2026 in Review

Prota Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 25% in Q3 2026, selling an estimated $82.9K and leaving 4,000 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #60.

Prota Financial first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.12M in Q4 2025. 646 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Prota Financial held 4,000 shares of State Street Energy Select Sector SPDR ETF worth $251K as of Q3 2026.
Prota Financial sold 1,368 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $82.9K.
State Street Energy Select Sector SPDR ETF made up 0.16% of Prota Financial's portfolio in Q3 2026, its #60 holding.
Prota Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
Prota Financial's State Street Energy Select Sector SPDR ETF position peaked at $6.12M in Q4 2025.
646 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.