VisionPoint Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

VisionPoint Advisory Group’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	$1.93M	Sell	31,363 -8,626	-22%	-$523K	0.3%	78
2026 Q2	$2.12M	Buy	39,989 +11,267	+39%	+$644K	0.35%	67
2026 Q1	$1.76M	Buy	+28,722	New	+$1.54M	0.33%	73
2024 Q4	–	Sell	-4,462	Closed	-$196K	–	316
2024 Q3	$196K	Buy	4,462 +2,926	+190%	+$131K	0.07%	175
2024 Q2	$70K	Buy	1,536 +1,216	+380%	+$56.6K	0.02%	240
2024 Q1	$15.1K	Buy	320 +232	+264%	+$9.96K	0.01%	414
2023 Q4	$3.69K	Hold	88	–	–	﹤0.01%	535
2023 Q3	$3.98K	Sell	88 -60	-41%	-$2.63K	﹤0.01%	525
2023 Q2	$6.01K	Buy	+148	New	+$6.03K	﹤0.01%	440
2023 Q1	–	Sell	-58,194	Closed	-$2.62M	–	150
2022 Q4	$2.62M	Buy	+58,194	New	+$2.53M	1.08%	26
2022 Q2	–	Sell	-8,924	Closed	-$349K	–	123
2022 Q1	$349K	Buy	+8,924	New	+$309K	0.16%	62
2020 Q1	–	Sell	-6,810	Closed	-$204K	–	156
2019 Q4	$204K	Sell	6,810 -1,000	-13%	-$29.7K	0.08%	119
2019 Q3	$224K	Sell	7,810 -2,000	-20%	-$60.5K	0.06%	122
2019 Q2	$312K	Buy	9,810 +44	+0.5%	+$1.41K	0.09%	88
2019 Q1	$323K	Sell	9,766 -136	-1%	-$4.37K	0.09%	89
2018 Q4	$284K	Buy	+9,902	New	+$331K	0.09%	84

Other funds holding XLE

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

VisionPoint Advisory Group's XLE Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q3 2026, selling an estimated $523K and leaving 31,363 shares worth $1.93M. The position accounts for 0.3% of the portfolio, ranked #78.

VisionPoint Advisory Group first reported a position in XLE in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.62M in Q4 2022. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

VisionPoint Advisory Group held 31,363 shares of State Street Energy Select Sector SPDR ETF worth $1.93M as of Q3 2026.
VisionPoint Advisory Group sold 8,626 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $523K.
State Street Energy Select Sector SPDR ETF made up 0.3% of VisionPoint Advisory Group's portfolio in Q3 2026, its #78 holding.
VisionPoint Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 16 quarters since.
VisionPoint Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $2.62M in Q4 2022.
124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.