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

VestGen 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	$3.56M	Sell	57,940 -21,887	-27%	-$1.33M	0.11%	183
2026 Q2	$4.24M	Sell	79,827 -5,446	-6%	-$311K	0.12%	163
2026 Q1	$4.91M	Buy	85,273 +23,783	+39%	+$1.28M	0.13%	139
2025 Q4	$2.75M	Buy	61,490 +22,712	+59%	+$1.01M	0.12%	180
2025 Q3	$1.73M	Buy	38,778 +15,122	+64%	+$662K	0.06%	270
2025 Q2	$1M	Sell	23,656 -4,746	-17%	-$198K	0.04%	326
2025 Q1	$1.33M	Buy	+28,402	New	+$1.28M	0.06%	267

Other funds holding XLE

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

VestGen Advisors's XLE Position: Q3 2026 in Review

VestGen Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 27% in Q3 2026, selling an estimated $1.33M and leaving 57,940 shares worth $3.56M. The position accounts for 0.11% of the portfolio, ranked #183.

VestGen Advisors first reported a position in XLE in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.91M in Q1 2026. 985 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

VestGen Advisors held 57,940 shares of State Street Energy Select Sector SPDR ETF worth $3.56M as of Q3 2026.
VestGen Advisors sold 21,887 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $1.33M.
State Street Energy Select Sector SPDR ETF made up 0.11% of VestGen Advisors's portfolio in Q3 2026, its #183 holding.
VestGen Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.91M in Q1 2026.
985 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.