Silverlake Wealth Management
XLE icon

Silverlake Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Silverlake Wealth Management’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 		$895K Sell
14,560
-286
-2% -$17.3K 0.17% 160
2026
Q2 		$788K Buy
14,846
+4,627
+45% +$265K 0.15% 175
2026
Q1 		$626K Sell
10,219
-474
-4% -$25.4K 0.13% 175
2025
Q4 		$478K Sell
10,693
-427
-4% -$19K 0.11% 205
2025
Q3 		$497K Sell
11,120
-6,050
-35% -$265K 0.12% 186
2025
Q2 		$728K Buy
17,170
+5,334
+45% +$222K 0.21% 130
2025
Q1 		$553K Sell
11,836
-7,644
-39% -$345K 0.21% 122
2024
Q4 		$834K Sell
19,480
-2,968
-13% -$135K 0.32% 86
2024
Q3 		$985K Buy
22,448
+1,882
+9% +$84.1K 0.37% 72
2024
Q2 		$937K Buy
20,566
+10,978
+114% +$511K 0.38% 71
2024
Q1 		$453K Sell
9,588
-2,258
-19% -$97K 0.23% 109
2023
Q4 		$497K Buy
11,846
+2,302
+24% +$98.4K 0.27% 95
2023
Q3 		$431K Buy
9,544
+276
+3% +$12.1K 0.24% 112
2023
Q2 		$376K Sell
9,268
-1,082
-10% -$44.1K 0.21% 127
2023
Q1 		$429K Sell
10,350
-1,004
-9% -$42.9K 0.26% 102
2022
Q4 		$497K Sell
11,354
-722
-6% -$31.4K 0.31% 78
2022
Q3 		$435K Sell
12,076
-13,716
-53% -$519K 0.29% 87
2022
Q2 		$922K Buy
25,792
+6,932
+37% +$278K 0.6% 42
2022
Q1 		$721K Buy
18,860
+3,426
+22% +$119K 0.41% 67
2021
Q4 		$428K Buy
+15,434
New +$436K 0.23% 113

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Bank of Montreal
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
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Silverlake Wealth Management's XLE Position: Q3 2026 in Review

Silverlake Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q3 2026, selling an estimated $17.3K and leaving 14,560 shares worth $895K. The position accounts for 0.17% of the portfolio, ranked #160.

Silverlake Wealth Management first reported a position in XLE in Q4 2021 and has held it in 20 quarters since. The position peaked at $985K in Q3 2024. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Silverlake Wealth Management held 14,560 shares of State Street Energy Select Sector SPDR ETF worth $895K as of Q3 2026.
  • Silverlake Wealth Management sold 286 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $17.3K.
  • State Street Energy Select Sector SPDR ETF made up 0.17% of Silverlake Wealth Management's portfolio in Q3 2026, its #160 holding.
  • Silverlake Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
  • Silverlake Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $985K in Q3 2024.
  • 1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.