Royal Fund Management
XLE icon

Royal Fund Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Royal Fund Management’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 		$554K Sell
9,009
-138,888
-94% -$8.42M 0.04% 218
2026
Q2 		$7.85M Buy
147,897
+138,024
+1,398% +$7.89M 0.65% 44
2026
Q1 		$605K Sell
9,873
-449
-4% -$24.1K 0.06% 204
2025
Q4 		$462K Buy
10,322
+4,534
+78% +$202K 0.04% 217
2025
Q3 		$259K Sell
5,788
-7,092
-55% -$310K 0.03% 216
2025
Q2 		$546K Sell
12,880
-2,252
-15% -$93.8K 0.05% 228
2025
Q1 		$707K Sell
15,132
-14,880
-50% -$671K 0.08% 219
2024
Q4 		$1.29M Buy
30,012
+2,000
+7% +$90.9K 0.12% 168
2024
Q3 		$1.23M Sell
28,012
-239,066
-90% -$10.7M 0.07% 198
2024
Q2 		$12.2M Buy
267,078
+29,180
+12% +$1.36M 0.99% 9
2024
Q1 		$11.2M Buy
237,898
+40,316
+20% +$1.73M 1.1% 13
2023
Q4 		$8.29M Sell
197,582
-40,234
-17% -$1.72M 0.92% 20
2023
Q3 		$10.7M Buy
237,816
+192,418
+424% +$8.42M 1.45% 12
2023
Q2 		$1.84M Buy
45,398
+9,242
+26% +$376K 0.23% 118
2023
Q1 		$1.5M Buy
36,156
+11,752
+48% +$502K 0.21% 118
2022
Q4 		$1.07M Buy
+24,404
New +$1.06M 0.17% 120
2018
Q3 		– Sell
-14
Closed – – 669
2018
Q2 		$0 Sell
14
-272
-95% -$10.1K ﹤0.01% 652
2018
Q1 		$9K Sell
286
-216
-43% -$7.64K ﹤0.01% 354
2017
Q4 		$18K Buy
502
+448
+830% +$15.4K 0.01% 307
2017
Q3 		$1K Buy
+54
New +$1.76K ﹤0.01% 443
2017
Q2 		– Sell
-52
Closed -$1K – 522
2017
Q1 		$1K Hold
52
– – ﹤0.01% 403
2016
Q4 		$1K Buy
+52
New +$1.88K ﹤0.01% 380

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Factory Mutual Insurance
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
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Royal Fund Management's XLE Position: Q3 2026 in Review

Royal Fund Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 94% in Q3 2026, selling an estimated $8.42M and leaving 9,009 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #218.

Royal Fund Management first reported a position in XLE in Q4 2016 and has held it in 22 quarters since. The position peaked at $12.2M in Q2 2024. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Royal Fund Management held 9,009 shares of State Street Energy Select Sector SPDR ETF worth $554K as of Q3 2026.
  • Royal Fund Management sold 138,888 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $8.42M.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Royal Fund Management's portfolio in Q3 2026, its #218 holding.
  • Royal Fund Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 22 quarters since.
  • Royal Fund Management's State Street Energy Select Sector SPDR ETF position peaked at $12.2M in Q2 2024.
  • 1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.