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

Roberts 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	$709K	Sell	11,530 -576	-5%	-$34.9K	0.16%	73
2026 Q2	$643K	Sell	12,106 -1,056	-8%	-$60.4K	0.15%	76
2026 Q1	$806K	Buy	13,162 +188	+1%	+$10.1K	0.2%	73
2025 Q4	$580K	Sell	12,974 -608	-4%	-$27.1K	0.15%	77
2025 Q3	$607K	Sell	13,582 -528	-4%	-$23.1K	0.16%	73
2025 Q2	$598K	Buy	14,110 +132	+0.9%	+$5.5K	0.17%	70
2025 Q1	$653K	Buy	13,978 +174	+1%	+$7.84K	0.2%	73
2024 Q4	$639K	Buy	13,804 +6,290	+84%	+$286K	0.19%	70
2024 Q3	$342K	Sell	7,514 -460	-6%	-$20.6K	0.11%	81
2024 Q2	$354K	Sell	7,974 -416	-5%	-$19.4K	0.12%	77
2024 Q1	$399K	Buy	+8,390	New	+$360K	0.15%	77
2023 Q4	–	Sell	-8,796	Closed	-$397K	–	86
2023 Q3	$397K	Sell	8,796 -454	-5%	-$19.9K	0.17%	73
2023 Q2	$375K	Sell	9,250 -348	-4%	-$14.2K	0.17%	71
2023 Q1	$408K	Buy	9,598 +52	+0.5%	+$2.22K	0.19%	73
2022 Q4	$403K	Sell	9,546 -264	-3%	-$11.5K	0.19%	74
2022 Q3	$404K	Sell	9,810 -908	-8%	-$34.3K	0.2%	69
2022 Q2	$380K	Sell	10,718 -74	-0.7%	-$2.97K	0.17%	75
2022 Q1	$416K	Sell	10,792 -362	-3%	-$12.5K	0.16%	78
2021 Q4	$319K	Sell	11,154 -152	-1%	-$4.3K	0.11%	84
2021 Q3	$294K	Buy	+11,306	New	+$280K	0.12%	86

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

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

Roberts Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.8% in Q3 2026, selling an estimated $34.9K and leaving 11,530 shares worth $709K. The position accounts for 0.16% of the portfolio, ranked #73.

Roberts Wealth Advisors first reported a position in XLE in Q3 2021 and has held it in 20 quarters since. The position peaked at $806K in Q1 2026. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Roberts Wealth Advisors held 11,530 shares of State Street Energy Select Sector SPDR ETF worth $709K as of Q3 2026.
Roberts Wealth Advisors sold 576 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $34.9K.
State Street Energy Select Sector SPDR ETF made up 0.16% of Roberts Wealth Advisors's portfolio in Q3 2026, its #73 holding.
Roberts Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Roberts Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $806K in Q1 2026.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.