Strategic Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strategic Advisors’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	$1.27M	Buy	20,602 +14	+0.1%	+$849	0.27%	63
2026 Q2	$1.09M	Buy	20,588 +17	+0.1%	+$972	0.24%	71
2026 Q1	$1.26M	Buy	20,571 +115	+0.6%	+$6.17K	0.21%	93
2025 Q4	$915K	Buy	20,456 +14	+0.1%	+$623	0.14%	110
2025 Q3	$913K	Buy	20,442 +1,636	+9%	+$71.6K	0.15%	111
2025 Q2	$797K	Sell	18,806 -2,300	-11%	-$95.8K	0.16%	96
2025 Q1	$986K	Buy	21,106 +22	+0.1%	+$992	0.19%	98
2024 Q4	$903K	Buy	21,084 +2,196	+12%	+$100K	0.16%	108
2024 Q3	$829K	Sell	18,888 -400	-2%	-$17.9K	0.15%	114
2024 Q2	$879K	Sell	19,288 -2,264	-11%	-$105K	0.17%	107
2024 Q1	$1.02M	Hold	21,552	–	–	0.2%	99
2023 Q4	$903K	Sell	21,552 -1,596	-7%	-$68.2K	0.17%	108
2023 Q3	$1.05M	Sell	23,148 -472	-2%	-$20.7K	0.21%	96
2023 Q2	$959K	Hold	23,620	–	–	0.18%	101
2023 Q1	$978K	Buy	23,620 +108	+0.5%	+$4.62K	0.2%	96
2022 Q4	$1.03M	Buy	23,512 +1,380	+6%	+$60.1K	0.23%	89
2022 Q3	$796K	Sell	22,132 -264	-1%	-$10K	0.18%	102
2022 Q2	$800K	Sell	22,396 -1,416	-6%	-$56.8K	0.17%	105
2022 Q1	$910K	Hold	23,812	–	–	0.16%	110
2021 Q4	$660K	Hold	23,812	–	–	0.09%	132
2021 Q3	$620K	Buy	23,812 +1,292	+6%	+$32K	0.13%	124
2021 Q2	$606K	Sell	22,520 -582	-3%	-$15.1K	0.16%	108
2021 Q1	$566K	Buy	+23,102	New	+$533K	0.16%	101
2018 Q4	–	Sell	-6,240	Closed	-$236K	–	162
2018 Q3	$236K	Buy	+6,240	New	+$234K	0.09%	143
2017 Q2	–	Sell	-11,502	Closed	-$402K	–	152
2017 Q1	$402K	Buy	11,502 +2,248	+24%	+$81.3K	0.19%	100
2016 Q4	$349K	Buy	+9,254	New	+$335K	0.18%	102
2015 Q2	–	Sell	-4,616	Closed	-$231K	–	146
2015 Q1	$231K	Buy	+4,616	New	+$179K	0.15%	123
2014 Q3	–	Sell	-4,616	Closed	-$231K	–	137
2014 Q2	$231K	Buy	+4,616	New	+$218K	0.15%	124

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

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 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

Strategic Advisors's XLE Position: Q3 2026 in Review

Strategic Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.07% in Q3 2026, buying an estimated $849 and bringing the position to 20,602 shares worth $1.27M. The position accounts for 0.27% of the portfolio, ranked #63.

Strategic Advisors first reported a position in XLE in Q2 2014 and has held it in 28 quarters since. 751 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Strategic Advisors held 20,602 shares of State Street Energy Select Sector SPDR ETF worth $1.27M as of Q3 2026.
Strategic Advisors bought 14 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $849.
State Street Energy Select Sector SPDR ETF made up 0.27% of Strategic Advisors's portfolio in Q3 2026, its #63 holding.
Strategic Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and has held it in 28 quarters since.
751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Strategic Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.