SMI Advisory Services’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
$1.13M Buy
17,341
+2,962
+21% +$180K 0.18% 28
2026
Q2
$764K Sell
14,379
-52,333
-78% -$2.99M 0.12% 31
2026
Q1
$3.98M Buy
+66,712
New +$3.58M 0.66% 18
2023
Q1
$17.7M Sell
404,416
-17,830
-4% -$762K 5.92% 6
2022
Q4
$15.2M Hold
422,246
– – 4.93% 7
2022
Q3
$15.2M Buy
422,246
+16,626
+4% +$629K 4.94% 7
2022
Q2
$14.5M Buy
405,620
+24,220
+6% +$972K 5.18% 8
2022
Q1
$14.6M Buy
+381,400
New +$13.2M 5.1% 8

Other funds holding XLE

SMI Advisory Services's XLE Position: Q3 2026 in Review

SMI Advisory Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q3 2026, buying an estimated $180K and bringing the position to 17,341 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #28.

SMI Advisory Services first reported a position in XLE in Q1 2022 and has held it in 8 quarters since. The position peaked at $17.7M in Q1 2023. 535 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • SMI Advisory Services held 17,341 shares of State Street Energy Select Sector SPDR ETF worth $1.13M as of Q3 2026.
  • SMI Advisory Services bought 2,962 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $180K.
  • State Street Energy Select Sector SPDR ETF made up 0.18% of SMI Advisory Services's portfolio in Q3 2026, its #28 holding.
  • SMI Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 8 quarters since.
  • SMI Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $17.7M in Q1 2023.
  • 535 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.