Whitaker-Myers Wealth Managers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Whitaker-Myers Wealth Managers’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	$2.18M	Buy	+35,387	New	+$2.15M	0.35%	36
2026 Q2	–	Sell	-21,838	Closed	-$1.34M	–	120
2026 Q1	$1.34M	Buy	+21,838	New	+$1.17M	0.27%	59

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

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Whitaker-Myers Wealth Managers's XLE Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 35,387 shares worth $2.18M. The stake represents 0.35% of the portfolio and ranks #36 among its holdings. This is a return to the name: Whitaker-Myers Wealth Managers previously reported a position in XLE as recently as Q1 2026.

Whitaker-Myers Wealth Managers first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Whitaker-Myers Wealth Managers held 35,387 shares of State Street Energy Select Sector SPDR ETF worth $2.18M as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Whitaker-Myers Wealth Managers position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.35% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #36 holding.
Whitaker-Myers Wealth Managers first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
343 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.