Waypoint Wealth Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Waypoint Wealth Counsel’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	$423K	Buy	6,877 +1,432	+26%	+$86.8K	0.25%	68
2026 Q2	$289K	Buy	+5,445	New	+$311K	0.18%	101
2026 Q1	–	Sell	-7,025	Closed	-$314K	–	300
2025 Q4	$314K	Sell	7,025 -2,541	-27%	-$113K	0.12%	178
2025 Q3	$427K	Hold	9,566	–	–	0.17%	114
2025 Q2	$406K	Buy	9,566 +22	+0.2%	+$916	0.2%	76
2025 Q1	$446K	Sell	9,544 -9,480	-50%	-$427K	0.28%	60
2024 Q4	$815K	Hold	19,024	–	–	0.53%	37
2024 Q3	$835K	Sell	19,024 -430	-2%	-$19.2K	0.56%	37
2024 Q2	$887K	Buy	19,454 +60	+0.3%	+$2.8K	0.68%	34
2024 Q1	$915K	Hold	19,394	–	–	0.71%	34
2023 Q4	$813K	Hold	19,394	–	–	0.69%	33
2023 Q3	$877K	Sell	19,394 -254	-1%	-$11.1K	0.83%	28
2023 Q2	$797K	Hold	19,648	–	–	0.71%	31
2023 Q1	$814K	Hold	19,648	–	–	0.63%	36
2022 Q4	$859K	Buy	+19,648	New	+$855K	0.69%	37

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 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

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Waypoint Wealth Counsel's XLE Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 26% in Q3 2026, buying an estimated $86.8K and bringing the position to 6,877 shares worth $423K. The position accounts for 0.25% of the portfolio, ranked #68.

Waypoint Wealth Counsel first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $915K in Q1 2024. 1,311 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Waypoint Wealth Counsel held 6,877 shares of State Street Energy Select Sector SPDR ETF worth $423K as of Q3 2026.
Waypoint Wealth Counsel bought 1,432 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $86.8K.
State Street Energy Select Sector SPDR ETF made up 0.25% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #68 holding.
Waypoint Wealth Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Waypoint Wealth Counsel's State Street Energy Select Sector SPDR ETF position peaked at $915K in Q1 2024.
1,311 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.