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TrueFG’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

TrueFG’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
-4,246
Closed -$226K – 78
2026
Q2 		$226K Buy
4,246
+121
+3% +$6.92K 0.05% 66
2026
Q1 		$253K Sell
4,125
-1,435
-26% -$77K 0.07% 59
2025
Q4 		$249K Buy
+5,560
New +$248K 0.07% 58

Other funds holding XLE

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
ET
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
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Ferguson Wellman Capital Management
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

TrueFG's XLE Position: Q3 2026 in Review

TrueFG sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 4,246 shares — an estimated $226K sold.

TrueFG first reported a position in XLE in Q4 2025 and held it in 3 quarters. The position peaked at $253K in Q1 2026. 418 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • TrueFG reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • TrueFG sold 4,246 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $226K.
  • TrueFG first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and held it in 3 quarters.
  • TrueFG's State Street Energy Select Sector SPDR ETF position peaked at $253K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.