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

Wealth Quarterback’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	$231K	Sell	3,763 -148	-4%	-$8.97K	0.07%	162
2026 Q2	$208K	Buy	3,911 +4	+0.1%	+$229	0.06%	164
2026 Q1	$239K	Buy	+3,907	New	+$210K	0.09%	146
2025 Q2	–	Sell	-4,288	Closed	-$200K	–	144
2025 Q1	$200K	Buy	+4,288	New	+$193K	0.11%	121
2023 Q4	–	Sell	-4,724	Closed	-$213K	–	128
2023 Q3	$213K	Buy	+4,724	New	+$207K	0.18%	101
2023 Q1	–	Sell	-4,696	Closed	-$205K	–	129
2022 Q4	$205K	Sell	4,696 -1,542	-25%	-$67.1K	0.17%	103
2022 Q3	$225K	Sell	6,238 -1,102	-15%	-$41.7K	0.24%	91
2022 Q2	$262K	Buy	+7,340	New	+$294K	0.2%	90
2021 Q3	$127K	Buy	4,876 +4,490	+1,163%	+$111K	0.08%	144
2021 Q2	$11K	Buy	+386	New	+$10K	0.01%	468
2020 Q2	–	Sell	-100	Closed	-$1.45K	–	804
2020 Q1	$1.45K	Sell	100 -14,290	-99%	-$339K	﹤0.01%	789
2019 Q4	$5.16K	Buy	+14,390	New	+$427K	﹤0.01%	630

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

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

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 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

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

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

Wealth Quarterback's XLE Position: Q3 2026 in Review

Wealth Quarterback reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.8% in Q3 2026, selling an estimated $8.97K and leaving 3,763 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #162.

Wealth Quarterback first reported a position in XLE in Q4 2019 and has held it in 12 quarters since. The position peaked at $262K in Q2 2022. 758 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Wealth Quarterback held 3,763 shares of State Street Energy Select Sector SPDR ETF worth $231K as of Q3 2026.
Wealth Quarterback sold 148 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $8.97K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Wealth Quarterback's portfolio in Q3 2026, its #162 holding.
Wealth Quarterback first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Wealth Quarterback's State Street Energy Select Sector SPDR ETF position peaked at $262K in Q2 2022.
758 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.