SBI Securities’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SBI Securities’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	$2.01M	Sell	32,649 -887	-3%	-$53.8K	0.05%	205
2026 Q2	$1.78M	Sell	33,536 -17,632	-34%	-$1.01M	0.04%	207
2026 Q1	$3.13M	Buy	51,168 +22,104	+76%	+$1.19M	0.09%	130
2025 Q4	$1.3M	Sell	29,064 -1,456	-5%	-$64.8K	0.03%	237
2025 Q3	$1.36M	Sell	30,520 -448	-1%	-$19.6K	0.03%	233
2025 Q2	$1.31M	Buy	30,968 +2,662	+9%	+$111K	0.04%	238
2025 Q1	$1.32M	Buy	28,306 +430	+2%	+$19.4K	0.04%	211
2024 Q4	$1.19M	Buy	+27,876	New	+$1.27M	0.04%	231

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

SBI Securities's XLE Position: Q3 2026 in Review

SBI Securities reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q3 2026, selling an estimated $53.8K and leaving 32,649 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #205.

SBI Securities first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.13M in Q1 2026. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

SBI Securities held 32,649 shares of State Street Energy Select Sector SPDR ETF worth $2.01M as of Q3 2026.
SBI Securities sold 887 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $53.8K.
State Street Energy Select Sector SPDR ETF made up 0.05% of SBI Securities's portfolio in Q3 2026, its #205 holding.
SBI Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
SBI Securities's State Street Energy Select Sector SPDR ETF position peaked at $3.13M in Q1 2026.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.