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

RDA Financial Network’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	$475K	Sell	7,727 -2,024	-21%	-$123K	0.1%	154
2026 Q2	$518K	Buy	9,751 +4,510	+86%	+$258K	0.11%	155
2026 Q1	$321K	Sell	5,241 -162	-3%	-$8.69K	0.08%	208
2025 Q4	$242K	Buy	5,403 +405	+8%	+$18K	0.06%	236
2025 Q3	$223K	Buy	+4,998	New	+$219K	0.06%	243
2022 Q2	–	Sell	-5,796	Closed	-$222K	–	243
2022 Q1	$222K	Buy	+5,796	New	+$201K	0.09%	202
2020 Q1	–	Sell	-7,832	Closed	-$214K	–	253
2019 Q4	$214K	Buy	7,832 +26	+0.3%	+$771	0.09%	230
2019 Q3	$228K	Buy	7,806 +996	+15%	+$30.1K	0.1%	212
2019 Q2	$215K	Sell	6,810 -250	-4%	-$8K	0.1%	204
2019 Q1	$237K	Buy	+7,060	New	+$227K	0.11%	183

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

RDA Financial Network's XLE Position: Q3 2026 in Review

RDA Financial Network reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q3 2026, selling an estimated $123K and leaving 7,727 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #154.

RDA Financial Network first reported a position in XLE in Q1 2019 and has held it in 10 quarters since. The position peaked at $518K in Q2 2026. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

RDA Financial Network held 7,727 shares of State Street Energy Select Sector SPDR ETF worth $475K as of Q3 2026.
RDA Financial Network sold 2,024 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $123K.
State Street Energy Select Sector SPDR ETF made up 0.1% of RDA Financial Network's portfolio in Q3 2026, its #154 holding.
RDA Financial Network first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 10 quarters since.
RDA Financial Network's State Street Energy Select Sector SPDR ETF position peaked at $518K in Q2 2026.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.