Toth Financial Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Toth Financial Advisory’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	$10.3M	Sell	167,068 -15,795	-9%	-$957K	1.03%	29
2026 Q2	$9.71M	Buy	182,863 +13,279	+8%	+$759K	0.95%	35
2026 Q1	$10.4M	Buy	169,584 +51,382	+43%	+$2.76M	1.14%	27
2025 Q4	$5.28M	Buy	118,202 +19,896	+20%	+$886K	0.57%	62
2025 Q3	$4.39M	Buy	98,306 +17,340	+21%	+$759K	0.47%	68
2025 Q2	$3.43M	Sell	80,966 -100,848	-55%	-$4.2M	0.4%	80
2025 Q1	$8.5M	Buy	181,814 +2,510	+1%	+$113K	1.02%	37
2024 Q4	$7.68M	Buy	179,304 +3,358	+2%	+$153K	0.9%	40
2024 Q3	$7.72M	Sell	175,946 -1,620	-0.9%	-$72.4K	0.91%	38
2024 Q2	$8.09M	Sell	177,566 -454	-0.3%	-$21.1K	1.03%	33
2024 Q1	$8.4M	Buy	178,020 +10,448	+6%	+$449K	1.05%	32
2023 Q4	$7.02M	Buy	167,572 +2,714	+2%	+$116K	0.95%	37
2023 Q3	$7.45M	Buy	164,858 +13,578	+9%	+$594K	1.13%	29
2023 Q2	$6.14M	Sell	151,280 -742	-0.5%	-$30.2K	0.89%	38
2023 Q1	$6.3M	Buy	152,022 +698	+0.5%	+$29.8K	0.98%	38
2022 Q4	$6.62M	Buy	151,324 +5,302	+4%	+$231K	1.07%	35
2022 Q3	$5.26M	Sell	146,022 -1,018	-0.7%	-$38.5K	0.95%	41
2022 Q2	$5.26M	Sell	147,040 -76	-0.1%	-$3.05K	0.92%	44
2022 Q1	$5.62M	Buy	147,116 +25,364	+21%	+$878K	0.84%	48
2021 Q4	$3.38M	Buy	121,752 +35,230	+41%	+$995K	0.46%	73
2021 Q3	$2.25M	Buy	86,522 +21,694	+33%	+$537K	0.34%	84
2021 Q2	$1.75M	Buy	64,828 +19,176	+42%	+$499K	0.27%	91
2021 Q1	$1.12M	Buy	45,652 +33,658	+281%	+$776K	0.18%	102
2020 Q4	$227K	Sell	11,994 -928	-7%	-$16K	0.04%	185
2020 Q3	$194K	Sell	12,922 -2,136	-14%	-$37.9K	0.04%	184
2020 Q2	$285K	Buy	15,058 +12,786	+563%	+$238K	0.06%	151
2020 Q1	$33K	Sell	2,272 -222	-9%	-$5.27K	0.01%	200
2019 Q4	$75K	Buy	2,494 +1,224	+96%	+$36.3K	0.02%	192
2019 Q3	$38K	Buy	1,270 +200	+19%	+$6.05K	0.01%	238
2019 Q2	$34K	Buy	1,070 +50	+5%	+$1.6K	0.01%	241
2019 Q1	$34K	Sell	1,020 -430	-30%	-$13.8K	0.01%	232
2018 Q4	$42K	Sell	1,450 -81,586	-98%	-$2.73M	0.01%	197
2018 Q3	$3.15M	Buy	83,036 +1,786	+2%	+$67K	0.7%	53
2018 Q2	$3.08M	Buy	81,250 +10,102	+14%	+$375K	0.72%	51
2018 Q1	$2.4M	Buy	71,148 +17,058	+32%	+$604K	0.58%	60
2017 Q4	$1.95M	Buy	54,090 +5,488	+11%	+$189K	0.46%	67
2017 Q3	$1.66M	Buy	48,602 +1,288	+3%	+$41.9K	0.42%	74
2017 Q2	$1.54M	Buy	47,314 +676	+1%	+$22.7K	0.4%	74
2017 Q1	$1.63M	Buy	46,638 +7,772	+20%	+$281K	0.43%	72
2016 Q4	$1.46M	Buy	38,866 +11,172	+40%	+$404K	0.42%	71
2016 Q3	$978K	Buy	27,694 +5,980	+28%	+$205K	0.29%	80
2016 Q2	$741K	Buy	+21,714	New	+$717K	0.23%	89
2015 Q3	–	Sell	-25,136	Closed	-$945K	–	123
2015 Q2	$945K	Buy	25,136 +3,104	+14%	+$123K	0.32%	70
2015 Q1	$855K	Buy	22,032 +8,192	+59%	+$317K	0.29%	71
2014 Q4	$548K	Buy	13,840 +6,142	+80%	+$255K	0.19%	90
2014 Q3	$349K	Buy	7,698 +210	+3%	+$10.2K	0.13%	98
2014 Q2	$375K	Buy	7,488 +554	+8%	+$26.2K	0.14%	95
2014 Q1	$309K	Buy	6,934 +620	+10%	+$26.7K	0.13%	98
2013 Q4	$279K	Buy	6,314 +1,130	+22%	+$48.7K	0.12%	95
2013 Q3	$215K	Sell	5,184 -120	-2%	-$4.94K	0.1%	98
2013 Q2	$208K	Buy	+5,304	New	+$210K	0.1%	98

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

Toth Financial Advisory's XLE Position: Q3 2026 in Review

Toth Financial Advisory reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.6% in Q3 2026, selling an estimated $957K and leaving 167,068 shares worth $10.3M. The position accounts for 1.03% of the portfolio, ranked #29.

Toth Financial Advisory first reported a position in XLE in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.4M in Q1 2026. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Toth Financial Advisory held 167,068 shares of State Street Energy Select Sector SPDR ETF worth $10.3M as of Q3 2026.
Toth Financial Advisory sold 15,795 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $957K.
State Street Energy Select Sector SPDR ETF made up 1.03% of Toth Financial Advisory's portfolio in Q3 2026, its #29 holding.
Toth Financial Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
Toth Financial Advisory's State Street Energy Select Sector SPDR ETF position peaked at $10.4M in Q1 2026.
124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.