Unique Wealth
XLE icon

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

Unique Wealth’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
-5,675
Closed -$301K – 224
2026
Q2 		$301K Buy
+5,675
New +$324K 0.04% 177

Other funds holding XLE

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Sherman Porfolios
Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Unique Wealth's XLE Position: Q3 2026 in Review

Unique Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 5,675 shares — an estimated $301K sold.

Unique Wealth first reported a position in XLE in Q2 2026 and held it in 1 quarter. The position peaked at $301K in Q2 2026. 951 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Unique Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Unique Wealth sold 5,675 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $301K.
  • Unique Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2026 and held it in 1 quarter.
  • Unique Wealth's State Street Energy Select Sector SPDR ETF position peaked at $301K in Q2 2026.
  • 951 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.