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

VCI Wealth Management’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	$434K	Buy	7,055 +2,612	+59%	+$158K	0.1%	96
2026 Q2	$236K	Buy	4,443 +167	+4%	+$9.5K	0.06%	91
2026 Q1	$262K	Sell	4,276 -2,025	-32%	-$109K	0.07%	116
2025 Q4	$282K	Buy	+6,301	New	+$281K	0.08%	101
2025 Q1	–	Sell	-10,308	Closed	-$441K	–	110
2024 Q4	$441K	Buy	10,308 +2,208	+27%	+$100K	0.19%	79
2024 Q3	$356K	Sell	8,100 -9,044	-53%	-$404K	0.16%	88
2024 Q2	$781K	Buy	+17,144	New	+$799K	0.39%	64

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

VCI Wealth Management's XLE Position: Q3 2026 in Review

VCI Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 59% in Q3 2026, buying an estimated $158K and bringing the position to 7,055 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #96.

VCI Wealth Management first reported a position in XLE in Q2 2024 and has held it in 7 quarters since. The position peaked at $781K in Q2 2024. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

VCI Wealth Management held 7,055 shares of State Street Energy Select Sector SPDR ETF worth $434K as of Q3 2026.
VCI Wealth Management bought 2,612 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $158K.
State Street Energy Select Sector SPDR ETF made up 0.1% of VCI Wealth Management's portfolio in Q3 2026, its #96 holding.
VCI Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
VCI Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $781K in Q2 2024.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.