Royal Harbor Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Royal Harbor Partners’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	$1.95M	Buy	31,780 +972	+3%	+$58.9K	0.6%	33
2026 Q2	$1.64M	Buy	+30,808	New	+$1.76M	0.51%	34
2023 Q3	–	Sell	-33,248	Closed	-$1.35M	–	67
2023 Q2	$1.35M	Sell	33,248 -190	-0.6%	-$7.74K	0.66%	31
2023 Q1	$1.38M	Buy	+33,438	New	+$1.43M	0.74%	33
2022 Q2	–	Sell	-14,038	Closed	-$537K	–	83
2022 Q1	$537K	Sell	14,038 -98	-0.7%	-$3.39K	0.34%	56
2021 Q4	$392K	Sell	14,136 -12,962	-48%	-$366K	0.25%	61
2021 Q3	$706K	Buy	+27,098	New	+$671K	0.5%	53
2021 Q1	–	Sell	-20,154	Closed	-$382K	–	85
2020 Q4	$382K	Buy	20,154 +298	+2%	+$5.14K	0.32%	65
2020 Q3	$297K	Sell	19,856 -346	-2%	-$6.14K	0.28%	68
2020 Q2	$382K	Sell	20,202 -3,588	-15%	-$66.7K	0.38%	66
2020 Q1	$346K	Sell	23,790 -20,002	-46%	-$474K	0.4%	56
2019 Q4	$1.32M	Buy	+43,792	New	+$1.3M	1.26%	24

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

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 London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Royal Harbor Partners's XLE Position: Q3 2026 in Review

Royal Harbor Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.2% in Q3 2026, buying an estimated $58.9K and bringing the position to 31,780 shares worth $1.95M. The position accounts for 0.6% of the portfolio, ranked #33.

Royal Harbor Partners first reported a position in XLE in Q4 2019 and has held it in 12 quarters since. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Royal Harbor Partners held 31,780 shares of State Street Energy Select Sector SPDR ETF worth $1.95M as of Q3 2026.
Royal Harbor Partners bought 972 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $58.9K.
State Street Energy Select Sector SPDR ETF made up 0.6% of Royal Harbor Partners's portfolio in Q3 2026, its #33 holding.
Royal Harbor Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Royal Harbor Partners's 13F filing for Q3 2026, filed 29 Oct 2026.