Sagespring Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sagespring Wealth 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	$1.19M	Buy	19,288 +4,205	+28%	+$255K	0.02%	325
2026 Q2	$801K	Buy	15,083 +388	+3%	+$22.2K	0.01%	401
2026 Q1	$900K	Buy	14,695 +575	+4%	+$30.8K	0.02%	347
2025 Q4	$631K	Buy	14,120 +1,584	+13%	+$70.5K	0.01%	416
2025 Q3	$560K	Sell	12,536 -42	-0.3%	-$1.84K	0.01%	435
2025 Q2	$533K	Sell	12,578 -1,704	-12%	-$71K	0.01%	425
2025 Q1	$667K	Sell	14,282 -90	-0.6%	-$4.06K	0.02%	326
2024 Q4	$616K	Buy	+14,372	New	+$653K	0.02%	307

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 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

Sagespring Wealth Partners's XLE Position: Q3 2026 in Review

Sagespring Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 28% in Q3 2026, buying an estimated $255K and bringing the position to 19,288 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #325.

Sagespring Wealth Partners first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Sagespring Wealth Partners held 19,288 shares of State Street Energy Select Sector SPDR ETF worth $1.19M as of Q3 2026.
Sagespring Wealth Partners bought 4,205 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $255K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q3 2026, its #325 holding.
Sagespring Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.