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

West Wealth Group’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	$500K	Buy	8,126 +49	+0.6%	+$2.97K	0.08%	84
2026 Q2	$429K	Buy	8,077 +223	+3%	+$12.8K	0.07%	95
2026 Q1	$481K	Buy	7,854 +298	+4%	+$16K	0.1%	79
2025 Q4	$338K	Buy	7,556 +58	+0.8%	+$2.58K	0.07%	86
2025 Q3	$324K	Buy	7,498 +74	+1%	+$3.24K	0.07%	87
2025 Q2	$314K	Buy	+7,424	New	+$309K	0.08%	83
2023 Q3	–	Sell	-5,816	Closed	-$236K	–	85
2023 Q2	$236K	Buy	5,816 +16	+0.3%	+$652	0.1%	61
2023 Q1	$240K	Sell	5,800 -24,994	-81%	-$1.07M	0.11%	55
2022 Q4	$1.35M	Sell	30,794 -7,066	-19%	-$308K	0.67%	21
2022 Q3	$1.36M	Sell	37,860 -60,232	-61%	-$2.28M	0.69%	22
2022 Q2	$3.51M	Sell	98,092 -71,380	-42%	-$2.86M	1.63%	13
2022 Q1	$6.48M	Sell	169,472 -43,746	-21%	-$1.52M	2.57%	11
2021 Q4	$5.92M	Buy	+213,218	New	+$6.02M	2.23%	14

Other funds holding XLE

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

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

BFP

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

West Wealth Group's XLE Position: Q3 2026 in Review

West Wealth Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.61% in Q3 2026, buying an estimated $2.97K and bringing the position to 8,126 shares worth $500K. The position accounts for 0.08% of the portfolio, ranked #84.

West Wealth Group first reported a position in XLE in Q4 2021 and has held it in 13 quarters since. The position peaked at $6.48M in Q1 2022. 535 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

West Wealth Group held 8,126 shares of State Street Energy Select Sector SPDR ETF worth $500K as of Q3 2026.
West Wealth Group bought 49 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $2.97K.
State Street Energy Select Sector SPDR ETF made up 0.08% of West Wealth Group's portfolio in Q3 2026, its #84 holding.
West Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
West Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $6.48M in Q1 2022.
535 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.