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

Visionary Wealth 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	$3.34M	Sell	54,383 -3,568	-6%	-$216K	0.13%	159
2026 Q2	$3.08M	Sell	57,951 -20,027	-26%	-$1.15M	0.12%	167
2026 Q1	$4.78M	Buy	77,978 +31,815	+69%	+$1.71M	0.21%	117
2025 Q4	$2.06M	Sell	46,163 -2,043	-4%	-$91K	0.09%	191
2025 Q3	$2.15M	Sell	48,206 -23,236	-33%	-$1.02M	0.1%	191
2025 Q2	$3.03M	Sell	71,442 -14,886	-17%	-$620K	0.15%	151
2025 Q1	$4.03M	Sell	86,328 -11,588	-12%	-$522K	0.24%	110
2024 Q4	$4.19M	Sell	97,916 -31,028	-24%	-$1.41M	0.25%	105
2024 Q3	$5.66M	Buy	128,944 +1,604	+1%	+$71.7K	0.34%	84
2024 Q2	$5.8M	Sell	127,340 -12,780	-9%	-$595K	0.38%	75
2024 Q1	$6.61M	Sell	140,120 -68,630	-33%	-$2.95M	0.45%	65
2023 Q4	$8.75M	Buy	208,750 +13,642	+7%	+$583K	0.64%	35
2023 Q3	$8.82M	Sell	195,108 -5,548	-3%	-$243K	0.71%	32
2023 Q2	$8.14M	Buy	200,656 +31,274	+18%	+$1.27M	0.65%	35
2023 Q1	$7.01M	Buy	169,382 +33,008	+24%	+$1.41M	0.59%	42
2022 Q4	$5.96M	Buy	136,374 +68,662	+101%	+$2.99M	0.55%	51
2022 Q3	$2.44M	Sell	67,712 -92,486	-58%	-$3.5M	0.25%	99
2022 Q2	$5.73M	Buy	160,198 +47,754	+42%	+$1.92M	0.51%	50
2022 Q1	$4.3M	Buy	112,444 +12,060	+12%	+$418K	0.35%	80
2021 Q4	$2.79M	Buy	100,384 +38,454	+62%	+$1.09M	0.23%	100
2021 Q3	$1.61M	Buy	61,930 +45,760	+283%	+$1.13M	0.17%	117
2021 Q2	$436K	Sell	16,170 -11,146	-41%	-$290K	0.04%	215
2021 Q1	$670K	Sell	27,316 -24,812	-48%	-$572K	0.07%	173
2020 Q4	$988K	Sell	52,128 -51,154	-50%	-$882K	0.11%	134
2020 Q3	$1.55M	Buy	103,282 +1,270	+1%	+$22.6K	0.22%	97
2020 Q2	$1.93M	Buy	+102,012	New	+$1.9M	0.29%	87

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

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

Visionary Wealth Advisors's XLE Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.2% in Q3 2026, selling an estimated $216K and leaving 54,383 shares worth $3.34M. The position accounts for 0.13% of the portfolio, ranked #159.

Visionary Wealth Advisors first reported a position in XLE in Q2 2020 and has held it in 26 quarters since. The position peaked at $8.82M in Q3 2023. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Visionary Wealth Advisors held 54,383 shares of State Street Energy Select Sector SPDR ETF worth $3.34M as of Q3 2026.
Visionary Wealth Advisors sold 3,568 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $216K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Visionary Wealth Advisors's portfolio in Q3 2026, its #159 holding.
Visionary Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 26 quarters since.
Visionary Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $8.82M in Q3 2023.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.