Wetzel Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wetzel Investment Advisors’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	$357K	Hold	5,801	–	–	0.12%	91
2026 Q2	$308K	Sell	5,801 -114	-2%	-$6.52K	0.11%	100
2026 Q1	$362K	Buy	5,915 +1	+0%	+$54	0.14%	89
2025 Q4	$264K	Buy	5,914 +12	+0.2%	+$534	0.11%	110
2025 Q3	$264K	Sell	5,902 -134	-2%	-$5.87K	0.11%	103
2025 Q2	$256K	Sell	6,036 -548	-8%	-$22.8K	0.12%	103
2025 Q1	$308K	Sell	6,584 -108	-2%	-$4.87K	0.16%	95
2024 Q4	$287K	Buy	6,692 +36	+0.5%	+$1.64K	0.14%	99
2024 Q3	$292K	Sell	6,656 -4,282	-39%	-$191K	0.15%	96
2024 Q2	$516K	Hold	10,938	–	–	0.3%	60
2024 Q1	$513K	Sell	10,938 -70	-0.6%	-$3.01K	0.3%	59
2023 Q4	$461K	Buy	+11,008	New	+$471K	0.28%	58

Other funds holding XLE

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

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 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

FWCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Wetzel Investment Advisors's XLE Position: Q3 2026 in Review

Wetzel Investment Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 5,801 shares worth $357K. The position accounts for 0.12% of the portfolio, ranked #91.

Wetzel Investment Advisors first reported a position in XLE in Q4 2023 and has held it in 12 quarters since. The position peaked at $516K in Q2 2024. 207 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Wetzel Investment Advisors held 5,801 shares of State Street Energy Select Sector SPDR ETF worth $357K as of Q3 2026.
Wetzel Investment Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.12% of Wetzel Investment Advisors's portfolio in Q3 2026, its #91 holding.
Wetzel Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Wetzel Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $516K in Q2 2024.
207 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.