River Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

River Wealth Advisors’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	$1.33M	Hold	21,633	–	–	0.14%	96
2026 Q2	$1.15M	Sell	21,633 -201	-0.9%	-$11.5K	0.12%	105
2026 Q1	$1.34M	Sell	21,834 -980	-4%	-$52.6K	0.15%	96
2025 Q4	$1.02M	Buy	22,814 +350	+2%	+$15.6K	0.11%	110
2025 Q3	$1M	Sell	22,464 -464	-2%	-$20.3K	0.12%	112
2025 Q2	$972K	Sell	22,928 -100	-0.4%	-$4.16K	0.12%	117
2025 Q1	$1.08M	Sell	23,028 -2,754	-11%	-$124K	0.15%	102
2024 Q4	$1.1M	Sell	25,782 -952	-4%	-$43.3K	0.15%	104
2024 Q3	$1.17M	Buy	26,734 +2	+0%	+$89	0.16%	106
2024 Q2	$1.22M	Sell	26,732 -102	-0.4%	-$4.75K	0.17%	99
2024 Q1	$1.27M	Buy	26,834 +2	+0%	+$86	0.18%	101
2023 Q4	$1.12M	Sell	26,832 -20	-0.1%	-$855	0.18%	106
2023 Q3	$1.21M	Sell	26,852 -188	-0.7%	-$8.23K	0.22%	97
2023 Q2	$1.1M	Sell	27,040 -1,472	-5%	-$60K	0.19%	111
2023 Q1	$1.18M	Buy	28,512 +6	+0%	+$257	0.21%	106
2022 Q4	$1.25M	Buy	28,506 +900	+3%	+$39.2K	0.24%	99
2022 Q3	$994K	Sell	27,606 -1,956	-7%	-$74K	0.21%	106
2022 Q2	$1.06M	Sell	29,562 -28	-0.1%	-$1.12K	0.19%	110
2022 Q1	$1.13M	Sell	29,590 -170	-0.6%	-$5.89K	0.18%	111
2021 Q4	$826K	Buy	29,760 +82	+0.3%	+$2.32K	0.13%	126
2021 Q3	$773K	Sell	29,678 -66	-0.2%	-$1.64K	0.13%	123
2021 Q2	$801K	Buy	29,744 +90	+0.3%	+$2.34K	0.14%	122
2021 Q1	$727K	Buy	29,654 +702	+2%	+$16.2K	0.14%	125
2020 Q4	$549K	Buy	28,952 +1,452	+5%	+$25K	0.12%	133
2020 Q3	$412K	Sell	27,500 -628	-2%	-$11.2K	0.11%	143
2020 Q2	$532K	Sell	28,128 -1,454	-5%	-$27K	0.16%	117
2020 Q1	$430K	Buy	+29,582	New	+$702K	0.17%	112
2019 Q1	–	Sell	-5,494	Closed	-$158K	–	515
2018 Q4	$158K	Buy	5,494 +728	+15%	+$24.4K	0.07%	164
2018 Q3	$181K	Buy	4,766 +556	+13%	+$20.8K	0.07%	168
2018 Q2	$160K	Buy	+4,210	New	+$156K	0.06%	174

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

River Wealth Advisors's XLE Position: Q3 2026 in Review

River Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 21,633 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #96.

River Wealth Advisors first reported a position in XLE in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.34M in Q1 2026. 1,398 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

River Wealth Advisors held 21,633 shares of State Street Energy Select Sector SPDR ETF worth $1.33M as of Q3 2026.
River Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.14% of River Wealth Advisors's portfolio in Q3 2026, its #96 holding.
River Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 30 quarters since.
River Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.34M in Q1 2026.
1,398 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.