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

Spinnaker Investment 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 		$1.6M Buy
25,987
+1,795
+7% +$109K 0.25% 42
2026
Q2 		$1.28M Buy
24,192
+5,868
+32% +$336K 0.21% 49
2026
Q1 		$1.12M Buy
+18,324
New +$983K 0.23% 41

Other funds holding XLE

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Spinnaker Investment Group's XLE Position: Q3 2026 in Review

Spinnaker Investment Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.4% in Q3 2026, buying an estimated $109K and bringing the position to 25,987 shares worth $1.6M. The position accounts for 0.25% of the portfolio, ranked #42.

Spinnaker Investment Group first reported a position in XLE in Q1 2026 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Spinnaker Investment Group held 25,987 shares of State Street Energy Select Sector SPDR ETF worth $1.6M as of Q3 2026.
  • Spinnaker Investment Group bought 1,795 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $109K.
  • State Street Energy Select Sector SPDR ETF made up 0.25% of Spinnaker Investment Group's portfolio in Q3 2026, its #42 holding.
  • Spinnaker Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.