Teamwork Financial Advisors
XLE icon

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

Teamwork Financial 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 		– Sell
-8,490
Closed -$451K – 240
2026
Q2 		$451K Sell
8,490
-1,656
-16% -$94.7K 0.04% 138
2026
Q1 		$622K Buy
10,146
+2,124
+26% +$114K 0.07% 123
2025
Q4 		$359K Sell
8,022
-832
-9% -$37.1K 0.04% 161
2025
Q3 		$396K Buy
8,854
+480
+6% +$21K 0.04% 155
2025
Q2 		$356K Sell
8,374
-358
-4% -$14.9K 0.04% 152
2025
Q1 		$408K Sell
8,732
-486
-5% -$21.9K 0.05% 124
2024
Q4 		$395K Sell
9,218
-260
-3% -$11.8K 0.05% 121
2024
Q3 		$416K Sell
9,478
-8,308
-47% -$371K 0.06% 111
2024
Q2 		$811K Sell
17,786
-13,096
-42% -$610K 0.12% 81
2024
Q1 		$1.46M Sell
30,882
-3,288
-10% -$141K 0.22% 63
2023
Q4 		$1.43M Buy
34,170
+9,874
+41% +$422K 0.25% 50
2023
Q3 		$1.1M Buy
24,296
+3,708
+18% +$162K 0.18% 79
2023
Q2 		$836K Buy
20,588
+2,334
+13% +$95.1K 0.14% 93
2023
Q1 		$756K Sell
18,254
-502
-3% -$21.5K 0.14% 93
2022
Q4 		$820K Sell
18,756
-2,336
-11% -$102K 0.17% 91
2022
Q3 		$760K Sell
21,092
-3,442
-14% -$130K 0.16% 90
2022
Q2 		$877K Buy
24,534
+3,134
+15% +$126K 0.19% 88
2022
Q1 		$818K Sell
21,400
-2,058
-9% -$71.3K 0.15% 118
2021
Q4 		$651K Buy
23,458
+5,804
+33% +$164K 0.12% 163
2021
Q3 		$460K Buy
17,654
+6,914
+64% +$171K 0.09% 171
2021
Q2 		$289K Buy
+10,740
New +$279K 0.06% 203

Other funds holding XLE

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Teamwork Financial Advisors's XLE Position: Q3 2026 in Review

Teamwork Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 8,490 shares — an estimated $451K sold.

Teamwork Financial Advisors first reported a position in XLE in Q2 2021 and held it in 21 quarters. The position peaked at $1.46M in Q1 2024. 648 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Teamwork Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 8,490 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $451K.
  • Teamwork Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 21 quarters.
  • Teamwork Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.46M in Q1 2024.
  • 648 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.