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

SFI 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	$997K	Buy	+16,204	New	+$982K	0.82%	34

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

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

SFI Advisors's XLE Position: Q3 2026 in Review

SFI Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 16,204 shares worth $997K. The stake represents 0.82% of the portfolio and ranks #34 among its holdings.

1,340 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

SFI Advisors held 16,204 shares of State Street Energy Select Sector SPDR ETF worth $997K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new SFI Advisors position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.82% of SFI Advisors's portfolio in Q3 2026, its #34 holding.
1,340 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on SFI Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.