WealthBridge Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WealthBridge Capital Management’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	$280K	Sell	4,545 -371	-8%	-$22.5K	0.05%	212
2026 Q2	$261K	Sell	4,916 -284	-5%	-$16.2K	0.05%	205
2026 Q1	$319K	Sell	5,200 -124	-2%	-$6.65K	0.07%	171
2025 Q4	$238K	Sell	5,324 -864	-14%	-$38.5K	0.05%	189
2025 Q3	$276K	Sell	6,188 -2,026	-25%	-$88.7K	0.06%	177
2025 Q2	$348K	Sell	8,214 -7,338	-47%	-$306K	0.09%	153
2025 Q1	$727K	Sell	15,552 -1,590	-9%	-$71.7K	0.21%	86
2024 Q4	$734K	Buy	17,142 +1,228	+8%	+$55.8K	0.2%	83
2024 Q3	$699K	Buy	15,914 +140	+0.9%	+$6.26K	0.2%	90
2024 Q2	$719K	Buy	15,774 +2,420	+18%	+$113K	0.24%	78
2024 Q1	$630K	Buy	13,354 +174	+1%	+$7.47K	0.21%	85
2023 Q4	$553K	Sell	13,180 -2,720	-17%	-$116K	0.21%	84
2023 Q3	$719K	Buy	15,900 +1,694	+12%	+$74.1K	0.3%	66
2023 Q2	$577K	Sell	14,206 -308	-2%	-$12.5K	0.23%	83
2023 Q1	$601K	Buy	14,514 +2,028	+16%	+$86.7K	0.24%	82
2022 Q4	$546K	Buy	12,486 +1,514	+14%	+$65.9K	0.23%	87
2022 Q3	$392K	Hold	10,972	–	–	0.17%	119
2022 Q2	$392K	Buy	10,972 +4,276	+64%	+$172K	0.17%	119
2022 Q1	$256K	Sell	6,696 -520	-7%	-$18K	0.1%	150
2021 Q4	$200K	Sell	7,216 -2,842	-28%	-$80.3K	0.07%	163
2021 Q3	$262K	Sell	10,058 -7,336	-42%	-$182K	0.1%	138
2021 Q2	$469K	Buy	17,394 +5,478	+46%	+$142K	0.17%	100
2021 Q1	$292K	Buy	+11,916	New	+$275K	0.12%	123
2019 Q3	–	Sell	-8,974	Closed	-$257K	–	130
2019 Q2	$257K	Buy	8,974 +1,766	+25%	+$56.5K	0.23%	86
2019 Q1	$230K	Sell	7,208 -1,766	-20%	-$56.7K	0.15%	100
2018 Q4	$257K	Buy	+8,974	New	+$300K	0.2%	86

Other funds holding XLE

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

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

WealthBridge Capital Management's XLE Position: Q3 2026 in Review

WealthBridge Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.5% in Q3 2026, selling an estimated $22.5K and leaving 4,545 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #212.

WealthBridge Capital Management first reported a position in XLE in Q4 2018 and has held it in 26 quarters since. The position peaked at $734K in Q4 2024. 962 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

WealthBridge Capital Management held 4,545 shares of State Street Energy Select Sector SPDR ETF worth $280K as of Q3 2026.
WealthBridge Capital Management sold 371 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $22.5K.
State Street Energy Select Sector SPDR ETF made up 0.05% of WealthBridge Capital Management's portfolio in Q3 2026, its #212 holding.
WealthBridge Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 26 quarters since.
WealthBridge Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $734K in Q4 2024.
962 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.