Quantum Financial Partners
XLE icon

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

Quantum Financial Partners’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 		$230K Sell
3,739
-365
-9% -$22.1K 0.12% 138
2026
Q2 		$218K Buy
+4,104
New +$235K 0.11% 141

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Hamilton Capital
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Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Quantum Financial Partners's XLE Position: Q3 2026 in Review

Quantum Financial Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.9% in Q3 2026, selling an estimated $22.1K and leaving 3,739 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #138.

Quantum Financial Partners first reported a position in XLE in Q2 2026 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Quantum Financial Partners held 3,739 shares of State Street Energy Select Sector SPDR ETF worth $230K as of Q3 2026.
  • Quantum Financial Partners sold 365 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $22.1K.
  • State Street Energy Select Sector SPDR ETF made up 0.12% of Quantum Financial Partners's portfolio in Q3 2026, its #138 holding.
  • Quantum Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.