Unique Wealth Strategies
XLE icon

Unique Wealth Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Unique Wealth Strategies’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 		$594K Hold
11,187
– – 0.22% 138
2026
Q2 		$594K Buy
11,187
+479
+4% +$27.4K 0.22% 139
2026
Q1 		$656K Sell
10,708
-432
-4% -$23.2K 0.27% 95
2025
Q4 		$498K Sell
11,140
-644
-5% -$28.7K 0.19% 157
2025
Q3 		$526K Sell
11,784
-168
-1% -$7.36K 0.2% 158
2025
Q2 		$507K Buy
11,952
+612
+5% +$25.5K 0.21% 148
2025
Q1 		$530K Buy
11,340
+128
+1% +$5.77K 0.24% 119
2024
Q4 		$480K Buy
11,212
+482
+4% +$21.9K 0.21% 151
2024
Q3 		$471K Buy
10,730
+506
+5% +$22.6K 0.2% 153
2024
Q2 		$483K Hold
10,224
– – 0.23% 128
2024
Q1 		$483K Buy
+10,224
New +$439K 0.24% 128

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Unique Wealth Strategies's XLE Position: Q3 2026 in Review

Unique Wealth Strategies held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 11,187 shares worth $594K. The position accounts for 0.22% of the portfolio, ranked #138.

Unique Wealth Strategies first reported a position in XLE in Q1 2024 and has held it in 11 quarters since. The position peaked at $656K in Q1 2026. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Unique Wealth Strategies held 11,187 shares of State Street Energy Select Sector SPDR ETF worth $594K as of Q3 2026.
  • Unique Wealth Strategies left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.22% of Unique Wealth Strategies's portfolio in Q3 2026, its #138 holding.
  • Unique Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 11 quarters since.
  • Unique Wealth Strategies's State Street Energy Select Sector SPDR ETF position peaked at $656K in Q1 2026.
  • 1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.