Retirement Guys Formula
XLE icon

Retirement Guys Formula’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Retirement Guys Formula’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 		$303K Buy
4,986
+24
+0.5% +$1.46K 0.11% 126
2026
Q2 		$265K Buy
4,962
+27
+0.5% +$1.54K 0.1% 135
2026
Q1 		$320K Sell
4,935
-642
-12% -$34.4K 0.15% 108
2025
Q4 		$277K Sell
5,577
-713
-11% -$31.8K 0.13% 117
2025
Q3 		$282K Sell
6,290
-416
-6% -$18.2K 0.1% 132
2025
Q2 		$288K Sell
6,706
-62
-0.9% -$2.58K 0.11% 116
2025
Q1 		$315K Buy
6,768
+1,176
+21% +$53K 0.16% 107
2024
Q4 		$240K Buy
5,592
+96
+2% +$4.36K 0.12% 116
2024
Q3 		$241K Buy
5,496
+18
+0.3% +$805 0.11% 112
2024
Q2 		$250K Buy
5,478
+38
+0.7% +$1.77K 0.12% 115
2024
Q1 		$257K Buy
5,440
+68
+1% +$2.92K 0.13% 113
2023
Q4 		$225K Buy
5,372
+44
+0.8% +$1.88K 0.12% 121
2023
Q3 		$241K Buy
5,328
+34
+0.6% +$1.49K 0.17% 111
2023
Q2 		$215K Sell
5,294
-1,124
-18% -$45.8K 0.12% 120
2023
Q1 		$266K Sell
6,418
-36
-0.6% -$1.54K 0.19% 111
2022
Q4 		$282K Buy
6,454
+56
+0.9% +$2.44K 0.23% 109
2022
Q3 		$230K Sell
6,398
-508
-7% -$19.2K 0.24% 108
2022
Q2 		$247K Buy
6,906
+202
+3% +$8.1K 0.25% 116
2022
Q1 		$256K Buy
+6,704
New +$232K 0.17% 104

Other funds holding XLE

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

Retirement Guys Formula's XLE Position: Q3 2026 in Review

Retirement Guys Formula increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.48% in Q3 2026, buying an estimated $1.46K and bringing the position to 4,986 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #126.

Retirement Guys Formula first reported a position in XLE in Q1 2022 and has held it in 19 quarters since. The position peaked at $320K in Q1 2026. 876 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Retirement Guys Formula held 4,986 shares of State Street Energy Select Sector SPDR ETF worth $303K as of Q3 2026.
  • Retirement Guys Formula bought 24 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $1.46K.
  • State Street Energy Select Sector SPDR ETF made up 0.11% of Retirement Guys Formula's portfolio in Q3 2026, its #126 holding.
  • Retirement Guys Formula first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
  • Retirement Guys Formula's State Street Energy Select Sector SPDR ETF position peaked at $320K in Q1 2026.
  • 876 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.