Uptown Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Uptown Financial Advisors’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	-3,000	Closed	-$159K	–	89
2026 Q2	$159K	Buy	+3,000	New	+$172K	0.1%	84

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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 Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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 Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Uptown Financial Advisors's XLE Position: Q3 2026 in Review

Uptown Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.5% in Q3 2026, selling an estimated $1.7K and leaving 5,575 shares worth $343K. The position accounts for 0.24% of the portfolio, ranked #55.

Uptown Financial Advisors first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. The position peaked at $343K in Q1 2026. 335 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Uptown Financial Advisors held 5,575 shares of State Street Energy Select Sector SPDR ETF worth $343K as of Q3 2026.
Uptown Financial Advisors sold 28 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $1.7K.
State Street Energy Select Sector SPDR ETF made up 0.24% of Uptown Financial Advisors's portfolio in Q3 2026, its #55 holding.
Uptown Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Uptown Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $343K in Q1 2026.
335 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Uptown Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.