Tortuga Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tortuga Wealth Management’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	$251K	Buy	4,072 +73	+2%	+$4.42K	0.18%	119
2026 Q2	$212K	Buy	3,999 +12	+0.3%	+$686	0.16%	130
2026 Q1	$244K	Sell	3,987 -812	-17%	-$43.6K	0.23%	92
2025 Q4	$215K	Buy	+4,799	New	+$214K	0.23%	88

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

Tortuga Wealth Management's XLE Position: Q3 2026 in Review

Tortuga Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q3 2026, buying an estimated $4.42K and bringing the position to 4,072 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #119.

Tortuga Wealth Management first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Tortuga Wealth Management held 4,072 shares of State Street Energy Select Sector SPDR ETF worth $251K as of Q3 2026.
Tortuga Wealth Management bought 73 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $4.42K.
State Street Energy Select Sector SPDR ETF made up 0.18% of Tortuga Wealth Management's portfolio in Q3 2026, its #119 holding.
Tortuga Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.