VVP
XLE icon

Venture Visionary Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Venture Visionary Partners’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 		$868K Sell
14,110
-197
-1% -$11.9K 0.02% 375
2026
Q2 		$760K Buy
14,307
+2,214
+18% +$127K 0.02% 396
2026
Q1 		$741K Sell
12,093
-564
-4% -$30.3K 0.02% 358
2025
Q4 		$566K Buy
12,657
+549
+5% +$24.4K 0.02% 409
2025
Q3 		$541K Sell
12,108
-1,024
-8% -$44.8K 0.02% 397
2025
Q2 		$557K Sell
13,132
-13,540
-51% -$564K 0.02% 379
2025
Q1 		$1.25M Sell
26,672
-3,162
-11% -$143K 0.05% 254
2024
Q4 		$1.28M Sell
29,834
-32,880
-52% -$1.49M 0.05% 245
2024
Q3 		$2.75M Sell
62,714
-63,740
-50% -$2.85M 0.12% 156
2024
Q2 		$5.77M Buy
126,454
+3,352
+3% +$156K 0.27% 103
2024
Q1 		$5.81M Buy
123,102
+29,794
+32% +$1.28M 0.28% 96
2023
Q4 		$3.91M Buy
93,308
+28,106
+43% +$1.2M 0.21% 114
2023
Q3 		$2.95M Buy
65,202
+6,138
+10% +$269K 0.18% 131
2023
Q2 		$2.4M Buy
59,064
+15,074
+34% +$614K 0.14% 143
2023
Q1 		$1.82M Buy
43,990
+5,106
+13% +$218K 0.12% 167
2022
Q4 		$1.7M Buy
38,884
+6,654
+21% +$290K 0.12% 150
2022
Q3 		$1.16M Buy
32,230
+6,102
+23% +$231K 0.09% 174
2022
Q2 		$934K Sell
26,128
-4,056
-13% -$163K 0.07% 211
2022
Q1 		$1.15M Buy
+30,184
New +$1.05M 0.08% 204

Other funds holding XLE

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Venture Visionary Partners's XLE Position: Q3 2026 in Review

Venture Visionary Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q3 2026, selling an estimated $11.9K and leaving 14,110 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #375.

Venture Visionary Partners first reported a position in XLE in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.81M in Q1 2024. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Venture Visionary Partners held 14,110 shares of State Street Energy Select Sector SPDR ETF worth $868K as of Q3 2026.
  • Venture Visionary Partners sold 197 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $11.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #375 holding.
  • Venture Visionary Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
  • Venture Visionary Partners's State Street Energy Select Sector SPDR ETF position peaked at $5.81M in Q1 2024.
  • 124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.