Sincerus Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$227K Buy
+3,693
New +$224K 0.15% 79
2026
Q2
– Sell
-3,668
Closed -$225K – 82
2026
Q1
$225K Buy
+3,668
New +$197K 0.17% 71
2025
Q1
– Sell
-5,300
Closed -$227K – 65
2024
Q4
$227K Buy
+5,300
New +$241K 0.24% 59

Other funds holding XLE

Sincerus Advisory's XLE Position: Q3 2026 in Review

Sincerus Advisory opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 3,693 shares worth $227K. The stake represents 0.15% of the portfolio and ranks #79 among its holdings. This is a return to the name: Sincerus Advisory previously reported a position in XLE as recently as Q1 2026.

Sincerus Advisory first reported a position in XLE in Q4 2024 and has held it in 3 quarters since. 808 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Sincerus Advisory held 3,693 shares of State Street Energy Select Sector SPDR ETF worth $227K as of Q3 2026.
  • State Street Energy Select Sector SPDR ETF was a new Sincerus Advisory position in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.15% of Sincerus Advisory's portfolio in Q3 2026, its #79 holding.
  • Sincerus Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.