Register Financial Advisors’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	$50.8K	Buy	826 +152	+23%	+$9.21K	0.02%	310
2026 Q2	$35.8K	Buy	674 +1	+0.1%	+$57	0.01%	325
2026 Q1	$41.2K	Buy	673 +1	+0.1%	+$54	0.02%	284
2025 Q4	$30K	Buy	672 +2	+0.3%	+$89	0.01%	283
2025 Q3	$29.9K	Buy	670 +2	+0.3%	+$88	0.01%	277
2025 Q2	$28.3K	Buy	668 +2	+0.3%	+$83	0.01%	277
2025 Q1	$31.2K	Buy	666 +182	+38%	+$8.21K	0.02%	249
2024 Q4	$20.7K	Buy	484 +48	+11%	+$2.18K	0.01%	252
2024 Q3	$19.1K	Hold	436	–	–	0.01%	252
2024 Q2	$19.9K	Hold	436	–	–	0.01%	453
2024 Q1	$20.6K	Sell	436 -844	-66%	-$36.3K	0.01%	447
2023 Q4	$53.7K	Buy	1,280 +1,266	+9,043%	+$54.1K	0.04%	209
2023 Q3	$633	Hold	14	–	–	﹤0.01%	564
2023 Q2	$568	Hold	14	–	–	﹤0.01%	525
2023 Q1	$579	Sell	14 -6	-30%	-$257	﹤0.01%	523
2022 Q4	$875	Buy	+20	New	+$871	﹤0.01%	764

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Register Financial Advisors's XLE Position: Q3 2026 in Review

Register Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 23% in Q3 2026, buying an estimated $9.21K and bringing the position to 826 shares worth $50.8K. The position accounts for 0.02% of the portfolio, ranked #310.

Register Financial Advisors first reported a position in XLE in Q4 2022 and has held it in 16 quarters since. The position peaked at $53.7K in Q4 2023. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Register Financial Advisors held 826 shares of State Street Energy Select Sector SPDR ETF worth $50.8K as of Q3 2026.
Register Financial Advisors bought 152 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $9.21K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Register Financial Advisors's portfolio in Q3 2026, its #310 holding.
Register Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
Register Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $53.7K in Q4 2023.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.