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

Summit Financial Strategies’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 		$386K Sell
6,276
-164
-3% -$9.94K 0.03% 112
2026
Q2 		$342K Buy
6,440
+164
+3% +$9.38K 0.02% 121
2026
Q1 		$384K Sell
6,276
-22
-0.3% -$1.18K 0.03% 112
2025
Q4 		$282K Hold
6,298
– – 0.02% 130
2025
Q3 		$281K Buy
6,298
+130
+2% +$5.69K 0.02% 124
2025
Q2 		$262K Buy
6,168
+404
+7% +$16.8K 0.02% 126
2025
Q1 		$269K Hold
5,764
– – 0.03% 118
2024
Q4 		$247K Hold
5,764
– – 0.03% 124
2024
Q3 		$253K Buy
5,764
+1,102
+24% +$49.3K 0.03% 123
2024
Q2 		$212K Buy
4,662
+262
+6% +$12.2K 0.03% 134
2024
Q1 		$208K Buy
+4,400
New +$189K 0.03% 138
2022
Q3 		– Sell
-5,886
Closed -$210K – 126
2022
Q2 		$210K Buy
+5,886
New +$236K 0.05% 112

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
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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

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

Summit Financial Strategies reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q3 2026, selling an estimated $9.94K and leaving 6,276 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #112.

Summit Financial Strategies first reported a position in XLE in Q2 2022 and has held it in 12 quarters since. 276 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Summit Financial Strategies held 6,276 shares of State Street Energy Select Sector SPDR ETF worth $386K as of Q3 2026.
  • Summit Financial Strategies sold 164 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $9.94K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Summit Financial Strategies's portfolio in Q3 2026, its #112 holding.
  • Summit Financial Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 12 quarters since.
  • 276 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.