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

Straight Path 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	$409K	Buy	6,648 +188	+3%	+$11.4K	0.09%	90
2026 Q2	$343K	Buy	6,460 +489	+8%	+$28K	0.08%	89
2026 Q1	$366K	Buy	5,971 +22	+0.4%	+$1.18K	0.1%	81
2025 Q4	$266K	Buy	5,949 +939	+19%	+$41.8K	0.07%	105
2025 Q3	$224K	Buy	5,010 +28	+0.6%	+$1.23K	0.06%	128
2025 Q2	$211K	Buy	4,982 +30	+0.6%	+$1.25K	0.07%	109
2025 Q1	$231K	Buy	4,952 +226	+5%	+$10.2K	0.09%	90
2024 Q4	$202K	Buy	4,726 +28	+0.6%	+$1.27K	0.08%	88
2024 Q3	$206K	Buy	4,698 +34	+0.7%	+$1.52K	0.09%	93
2024 Q2	$213K	Buy	+4,664	New	+$217K	0.11%	86

Other funds holding XLE

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Straight Path Wealth Management's XLE Position: Q3 2026 in Review

Straight Path Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.9% in Q3 2026, buying an estimated $11.4K and bringing the position to 6,648 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #90.

Straight Path Wealth Management first reported a position in XLE in Q2 2024 and has held it in 10 quarters since. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Straight Path Wealth Management held 6,648 shares of State Street Energy Select Sector SPDR ETF worth $409K as of Q3 2026.
Straight Path Wealth Management bought 188 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $11.4K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Straight Path Wealth Management's portfolio in Q3 2026, its #90 holding.
Straight Path Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 10 quarters since.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.