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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
2021
Q3 		– Sell
-1,400
Closed -$38K – 802
2021
Q2 		$38K Buy
1,400
+200
+17% +$5.2K 0.01% 308
2021
Q1 		$30K Buy
+1,200
New +$27.7K ﹤0.01% 333
2020
Q3 		– Sell
-800
Closed -$15K – 618
2020
Q2 		$15K Buy
800
+600
+300% +$11.2K ﹤0.01% 313
2020
Q1 		$3K Buy
+200
New +$4.74K ﹤0.01% 372

Other funds holding XLE

HC
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
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
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
WH
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.