Wealth Analytics Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wealth Analytics 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
2026 Q3	$1.35K	Buy	+22	New	+$1.33K	﹤0.01%	171

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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

Wealth Analytics Partners's XLE Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 22 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #171 among its holdings.

592 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Wealth Analytics Partners held 22 shares of State Street Energy Select Sector SPDR ETF worth $1.35K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Wealth Analytics Partners position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Wealth Analytics Partners's portfolio in Q3 2026, its #171 holding.
592 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.