Richards, Merrill & Peterson’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Richards, Merrill & Peterson’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	$351K	Buy	5,710 +290	+5%	+$17.6K	0.11%	150
2026 Q2	$288K	Buy	5,420 +1,050	+24%	+$60K	0.09%	161
2026 Q1	$268K	Buy	4,370 +3,850	+740%	+$207K	0.1%	161
2025 Q4	$23.2K	Buy	+520	New	+$23.2K	0.01%	243
2025 Q2	–	Sell	-520	Closed	-$24.3K	–	480
2025 Q1	$24.3K	Buy	520 +200	+63%	+$9.02K	0.01%	326
2024 Q4	$13.7K	Buy	+320	New	+$14.5K	0.01%	361

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Richards, Merrill & Peterson's XLE Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.4% in Q3 2026, buying an estimated $17.6K and bringing the position to 5,710 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #150.

Richards, Merrill & Peterson first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 1,353 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Richards, Merrill & Peterson held 5,710 shares of State Street Energy Select Sector SPDR ETF worth $351K as of Q3 2026.
Richards, Merrill & Peterson bought 290 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $17.6K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #150 holding.
Richards, Merrill & Peterson first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,353 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.