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Ulrich Consultants & Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ulrich Consultants & Investment Group’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 		$378K Buy
+6,145
New +$372K 0.38% 31
2023
Q2 		$442K Hold
10,880
– – 1.07% 14
2023
Q1 		$451K Hold
10,880
– – 0.94% 14
2022
Q4 		$476K Buy
10,880
+1,640
+18% +$71.4K 1.07% 14
2022
Q3 		$333K Hold
9,240
– – 0.26% 46
2022
Q2 		$330K Buy
+9,240
New +$371K 0.18% 65

Other funds holding XLE

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
SFGP
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
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Ulrich Consultants & Investment Group's XLE Position: Q3 2026 in Review

Ulrich Consultants & Investment Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 6,145 shares worth $378K. The stake represents 0.38% of the portfolio and ranks #31 among its holdings. This is a return to the name: Ulrich Consultants & Investment Group previously reported a position in XLE as recently as Q2 2023.

Ulrich Consultants & Investment Group first reported a position in XLE in Q2 2022 and has held it in 6 quarters since. The position peaked at $476K in Q4 2022. 335 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Ulrich Consultants & Investment Group held 6,145 shares of State Street Energy Select Sector SPDR ETF worth $378K as of Q3 2026.
  • State Street Energy Select Sector SPDR ETF was a new Ulrich Consultants & Investment Group position in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.38% of Ulrich Consultants & Investment Group's portfolio in Q3 2026, its #31 holding.
  • Ulrich Consultants & Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 6 quarters since.
  • Ulrich Consultants & Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $476K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.