Successful Portfolios’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Successful Portfolios’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	$695K	Hold	11,005	–	–	0.32%	63
2026 Q2	$604K	Hold	11,005	–	–	0.28%	70
2026 Q1	$680K	Sell	11,005 -620	-5%	-$33.3K	0.37%	60
2025 Q4	$543K	Buy	11,625 +4,045	+53%	+$180K	0.28%	77
2025 Q3	$339K	Buy	7,580 +540	+8%	+$23.6K	0.2%	106
2025 Q2	$299K	Hold	7,040	–	–	0.18%	112
2025 Q1	$329K	Sell	7,040 -400	-5%	-$18K	0.22%	92
2024 Q4	$319K	Sell	7,440 -40	-0.5%	-$1.82K	0.21%	98
2024 Q3	$328K	Sell	7,480 -170	-2%	-$7.6K	0.22%	97
2024 Q2	$349K	Sell	7,650 -100	-1%	-$4.66K	0.24%	86
2024 Q1	$366K	Sell	7,750 -50	-0.6%	-$2.15K	0.25%	91
2023 Q4	$327K	Buy	7,800 +970	+14%	+$41.5K	0.24%	94
2023 Q3	$309K	Buy	6,830 +200	+3%	+$8.75K	0.27%	90
2023 Q2	$269K	Sell	6,630 -392	-6%	-$16K	0.23%	99
2023 Q1	$291K	Sell	7,022 -4,920	-41%	-$210K	0.18%	140
2022 Q4	$522K	Sell	11,942 -494	-4%	-$21.5K	0.34%	71
2022 Q3	$448K	Sell	12,436 -1,156	-9%	-$43.7K	0.32%	80
2022 Q2	$486K	Buy	+13,592	New	+$545K	0.33%	80

Other funds holding XLE

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

SFGP

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Successful Portfolios's XLE Position: Q3 2026 in Review

Successful Portfolios held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 11,005 shares worth $695K. The position accounts for 0.32% of the portfolio, ranked #63.

Successful Portfolios first reported a position in XLE in Q2 2022 and has held it in 18 quarters since. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Successful Portfolios held 11,005 shares of State Street Energy Select Sector SPDR ETF worth $695K as of Q3 2026.
Successful Portfolios left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.32% of Successful Portfolios's portfolio in Q3 2026, its #63 holding.
Successful Portfolios first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 18 quarters since.
124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.