VVP
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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
2025
Q2 		– Sell
-400
Closed -$18.7K – 656
2025
Q1 		$18.7K Buy
+400
New +$18K ﹤0.01% 570

Other funds holding XLE

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
ET
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
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
Wealth Enhancement Advisory Services
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
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

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. 207 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.
  • 207 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.