Summit Financial Consulting’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Summit Financial Consulting’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	–	Sell	-5,163	Closed	-$274K	–	53
2026 Q2	$274K	Buy	+5,163	New	+$295K	0.19%	42
2026 Q1	–	Sell	-6,317	Closed	-$282K	–	48
2025 Q4	$282K	Buy	+6,317	New	+$281K	0.21%	39
2025 Q2	–	Sell	-7,574	Closed	-$354K	–	49
2025 Q1	$354K	Buy	+7,574	New	+$341K	0.33%	29

Other funds holding XLE

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

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 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

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

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Summit Financial Consulting's XLE Position: Q3 2026 in Review

Summit Financial Consulting sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 5,163 shares — an estimated $274K sold.

Summit Financial Consulting first reported a position in XLE in Q1 2025 and held it in 3 quarters. The position peaked at $354K in Q1 2025. 512 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Summit Financial Consulting reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Summit Financial Consulting sold 5,163 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $274K.
Summit Financial Consulting first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
Summit Financial Consulting's State Street Energy Select Sector SPDR ETF position peaked at $354K in Q1 2025.
512 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.