Salem Investment Counselors
XLE icon

Salem Investment Counselors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Salem Investment Counselors’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 		$1.37M Sell
22,256
-84
-0.4% -$5.09K 0.03% 197
2026
Q2 		$1.19M Sell
22,340
-300
-1% -$17.2K 0.03% 217
2026
Q1 		$1.39M Buy
22,640
+802
+4% +$43K 0.04% 187
2025
Q4 		$976K Sell
21,838
-130
-0.6% -$5.79K 0.03% 211
2025
Q3 		$981K Sell
21,968
-2,590
-11% -$113K 0.03% 213
2025
Q2 		$1.04M Buy
24,558
+20
+0.1% +$833 0.03% 198
2025
Q1 		$1.15M Sell
24,538
-130
-0.5% -$5.86K 0.04% 176
2024
Q4 		$1.06M Sell
24,668
-48
-0.2% -$2.18K 0.03% 191
2024
Q3 		$1.09M Sell
24,716
-1,236
-5% -$55.3K 0.03% 197
2024
Q2 		$1.18M Buy
25,952
+1,772
+7% +$82.5K 0.04% 185
2024
Q1 		$1.14M Sell
24,180
-140
-0.6% -$6.01K 0.04% 184
2023
Q4 		$1.02M Buy
24,320
+406
+2% +$17.4K 0.03% 184
2023
Q3 		$1.08M Sell
23,914
-806
-3% -$35.3K 0.04% 171
2023
Q2 		$1M Buy
24,720
+876
+4% +$35.7K 0.04% 174
2023
Q1 		$988K Buy
23,844
+1,184
+5% +$50.6K 0.04% 175
2022
Q4 		$991K Sell
22,660
-12
-0.1% -$522 0.04% 179
2022
Q3 		$816K Buy
22,672
+1,710
+8% +$64.7K 0.04% 190
2022
Q2 		$750K Buy
20,962
+2,636
+14% +$106K 0.03% 203
2022
Q1 		$700K Buy
18,326
+1,044
+6% +$36.2K 0.03% 221
2021
Q4 		$480K Buy
17,282
+12,990
+303% +$367K 0.02% 278
2021
Q3 		$112K Buy
4,292
+1,310
+44% +$32.5K 0.01% 409
2021
Q2 		$80K Hold
2,982
– – ﹤0.01% 418
2021
Q1 		$73K Buy
2,982
+132
+5% +$3.04K ﹤0.01% 402
2020
Q4 		$54K Buy
+2,850
New +$49.1K ﹤0.01% 425
2020
Q3 		– Sell
-292
Closed -$6K – 743
2020
Q2 		$6K Hold
292
– – ﹤0.01% 588
2020
Q1 		$4K Hold
292
– – ﹤0.01% 597
2019
Q4 		$9K Hold
292
– – ﹤0.01% 571
2019
Q3 		$9K Sell
292
-400
-58% -$12.1K ﹤0.01% 543
2019
Q2 		$22K Buy
+692
New +$22.2K ﹤0.01% 473
2017
Q2 		– Sell
-672
Closed -$23K – 789
2017
Q1 		$23K Sell
672
-200
-23% -$7.23K ﹤0.01% 459
2016
Q4 		$33K Buy
+872
New +$31.5K ﹤0.01% 393

Other funds holding XLE

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Salem Investment Counselors's XLE Position: Q3 2026 in Review

Salem Investment Counselors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.38% in Q3 2026, selling an estimated $5.09K and leaving 22,256 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #197.

Salem Investment Counselors first reported a position in XLE in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.39M in Q1 2026. 399 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Salem Investment Counselors held 22,256 shares of State Street Energy Select Sector SPDR ETF worth $1.37M as of Q3 2026.
  • Salem Investment Counselors sold 84 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $5.09K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Salem Investment Counselors's portfolio in Q3 2026, its #197 holding.
  • Salem Investment Counselors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 31 quarters since.
  • Salem Investment Counselors's State Street Energy Select Sector SPDR ETF position peaked at $1.39M in Q1 2026.
  • 399 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.