Welch Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $766K | Sell |
12,449
-502
| -4% | -$30.4K | 0.03% | 153 |
|
|
2026
Q2 | $688K | Buy |
12,951
+14
| +0.1% | +$800 | 0.02% | 159 |
|
|
2026
Q1 | $793K | Sell |
12,937
-1,676
| -11% | -$89.9K | 0.03% | 134 |
|
|
2025
Q4 | $653K | Buy |
14,613
+1,781
| +14% | +$79.3K | 0.03% | 148 |
|
|
2025
Q3 | $573K | Buy |
12,832
+486
| +4% | +$21.3K | 0.02% | 152 |
|
|
2025
Q2 | $524K | Buy |
12,346
+820
| +7% | +$34.2K | 0.02% | 152 |
|
|
2025
Q1 | $533K | Sell |
11,526
-14,212
| -55% | -$641K | 0.02% | 139 |
|
|
2024
Q4 | $1.09M | Buy |
25,738
+1,226
| +5% | +$55.7K | 0.05% | 99 |
|
|
2024
Q3 | $1.08M | Buy |
24,512
+2,242
| +10% | +$100K | 0.05% | 98 |
|
|
2024
Q2 | $1.01M | Buy |
22,270
+10,518
| +89% | +$490K | 0.05% | 97 |
|
|
2024
Q1 | $555K | Buy |
11,752
+1,308
| +13% | +$56.2K | 0.03% | 118 |
|
|
2023
Q4 | $438K | Buy |
10,444
+994
| +11% | +$42.5K | 0.02% | 132 |
|
|
2023
Q3 | $427K | Hold |
9,450
| – | – | 0.03% | 118 |
|
|
2023
Q2 | $384K | Hold |
9,450
| – | – | 0.02% | 133 |
|
|
2023
Q1 | $391K | Sell |
9,450
-406
| -4% | -$17.4K | 0.02% | 132 |
|
|
2022
Q4 | $431K | Hold |
9,856
| – | – | 0.02% | 127 |
|
|
2022
Q3 | $355K | Buy |
9,856
+1,426
| +17% | +$53.9K | 0.02% | 118 |
|
|
2022
Q2 | $301K | Hold |
8,430
| – | – | 0.02% | 145 |
|
|
2022
Q1 | $322K | Sell |
8,430
-12,058
| -59% | -$418K | 0.02% | 153 |
|
|
2021
Q4 | $569K | Buy |
20,488
+9,210
| +82% | +$260K | 0.03% | 116 |
|
|
2021
Q3 | $294K | Buy |
11,278
+2,182
| +24% | +$54.1K | 0.02% | 146 |
|
|
2021
Q2 | $245K | Sell |
9,096
-2,190
| -19% | -$56.9K | 0.02% | 162 |
|
|
2021
Q1 | $277K | Sell |
11,286
-298,588
| -96% | -$6.89M | 0.02% | 152 |
|
|
2020
Q4 | $5.87M | Buy |
309,874
+243,854
| +369% | +$4.2M | 0.47% | 36 |
|
|
2020
Q3 | $989K | Buy |
+66,020
| New | +$1.17M | 0.09% | 67 |
|
|
2020
Q2 | – | Sell |
-13,484
| Closed | -$196K | – | 157 |
|
|
2020
Q1 | $196K | Buy |
+13,484
| New | +$320K | 0.02% | 119 |
|
|
2017
Q4 | – | Sell |
-11,216
| Closed | -$384K | – | 144 |
|
|
2017
Q3 | $384K | Buy |
+11,216
| New | +$365K | 0.06% | 69 |
|
|
2016
Q4 | – | Sell |
-12,984
| Closed | -$458K | – | 143 |
|
|
2016
Q3 | $458K | Buy |
+12,984
| New | +$445K | 0.09% | 66 |
|
|
2016
Q2 | – | Sell |
-8,918
| Closed | -$276K | – | 138 |
|
|
2016
Q1 | $276K | Sell |
8,918
-76,986
| -90% | -$2.23M | 0.05% | 85 |
|
|
2015
Q4 | $2.59M | Buy |
85,904
+5,540
| +7% | +$182K | 0.47% | 37 |
|
|
2015
Q3 | $2.46M | Buy |
+80,364
| New | +$2.71M | 0.48% | 37 |
|
Other funds holding XLE
Welch Group's XLE Position: Q3 2026 in Review
Welch Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.9% in Q3 2026, selling an estimated $30.4K and leaving 12,449 shares worth $766K. The position accounts for 0.03% of the portfolio, ranked #153.
Welch Group first reported a position in XLE in Q3 2015 and has held it in 31 quarters since. The position peaked at $5.87M in Q4 2020. 916 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Welch Group held 12,449 shares of State Street Energy Select Sector SPDR ETF worth $766K as of Q3 2026.
- Welch Group sold 502 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $30.4K.
- State Street Energy Select Sector SPDR ETF made up 0.03% of Welch Group's portfolio in Q3 2026, its #153 holding.
- Welch Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 31 quarters since.
- Welch Group's State Street Energy Select Sector SPDR ETF position peaked at $5.87M in Q4 2020.
- 916 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.