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

Sax 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	$1.79M	Buy	29,079 +1,483	+5%	+$89.9K	0.05%	217
2026 Q2	$1.69M	Sell	27,596 -951	-3%	-$54.4K	0.07%	168
2026 Q1	$1.28M	Hold	28,547	–	–	0.06%	164
2025 Q4	$1.28M	Sell	28,547 -1,955	-6%	-$87.1K	0.06%	167
2025 Q3	$1.36M	Sell	30,502 -1,204	-4%	-$52.7K	0.07%	148
2025 Q2	$1.34M	Buy	31,706 +62	+0.2%	+$2.58K	0.08%	135
2025 Q1	$1.48M	Sell	31,644 -472	-1%	-$21.3K	0.11%	106
2024 Q4	$1.38M	Sell	32,116 -1,840	-5%	-$83.6K	0.11%	95
2024 Q3	$1.49M	Buy	33,956 +2,500	+8%	+$112K	0.13%	71
2024 Q2	$1.43M	Buy	31,456 +3,014	+11%	+$140K	0.14%	73
2024 Q1	$1.34M	Buy	28,442 +3,080	+12%	+$132K	0.16%	58
2023 Q4	$1.06M	Buy	25,362 +312	+1%	+$13.3K	0.17%	71
2023 Q3	$1.13M	Buy	25,050 +116	+0.5%	+$5.08K	0.22%	62
2023 Q2	$1.01M	Buy	24,934 +38	+0.2%	+$1.55K	0.2%	66
2023 Q1	$1.03M	Sell	24,896 -560	-2%	-$23.9K	0.22%	63
2022 Q4	$1.11M	Sell	25,456 -2,460	-9%	-$107K	0.26%	58
2022 Q3	$1M	Buy	27,916 +44	+0.2%	+$1.66K	0.26%	58
2022 Q2	$997K	Sell	27,872 -396	-1%	-$15.9K	0.25%	62
2022 Q1	$1.08M	Buy	28,268 +22	+0.1%	+$762	0.26%	57
2021 Q4	$784K	Buy	28,246 +472	+2%	+$13.3K	0.16%	80
2021 Q3	$723K	Buy	27,774 +68	+0.2%	+$1.68K	0.17%	78
2021 Q2	$746K	Buy	27,706 +56	+0.2%	+$1.46K	0.26%	68
2021 Q1	$678K	Sell	27,650 -26,550	-49%	-$612K	0.25%	72
2020 Q4	$1.03M	Buy	+54,200	New	+$934K	0.47%	48

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

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

Sax Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.4% in Q3 2026, buying an estimated $89.9K and bringing the position to 29,079 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #217.

Sax Wealth Advisors first reported a position in XLE in Q4 2020 and has held it in 24 quarters since. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Sax Wealth Advisors held 29,079 shares of State Street Energy Select Sector SPDR ETF worth $1.79M as of Q3 2026.
Sax Wealth Advisors bought 1,483 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $89.9K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q3 2026, its #217 holding.
Sax Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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