Sherry Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sherry Group’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	$1.16M	Buy	18,891 +165	+0.9%	+$10K	1.09%	27
2026 Q2	$1M	Buy	18,726 +185	+1%	+$10.6K	0.98%	27
2026 Q1	$1.14M	Sell	18,541 -5,578	-23%	-$299K	1.24%	22
2025 Q4	$1.08M	Buy	+24,119	New	+$1.07M	1.14%	26

Other funds holding XLE

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

SFGP

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Sherry Group's XLE Position: Q3 2026 in Review

Sherry Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.88% in Q3 2026, buying an estimated $10K and bringing the position to 18,891 shares worth $1.16M. The position accounts for 1.09% of the portfolio, ranked #27.

Sherry Group first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Sherry Group held 18,891 shares of State Street Energy Select Sector SPDR ETF worth $1.16M as of Q3 2026.
Sherry Group bought 165 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $10K.
State Street Energy Select Sector SPDR ETF made up 1.09% of Sherry Group's portfolio in Q3 2026, its #27 holding.
Sherry Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.