YANKCOM Partnership’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

YANKCOM Partnership’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	$285K	Sell	4,632 -132	-3%	-$8K	0.1%	123
2026 Q2	$253K	Hold	4,764	–	–	0.09%	137
2026 Q1	$292K	Hold	4,764	–	–	0.12%	121
2025 Q4	$213K	Hold	4,764	–	–	0.09%	137
2025 Q3	$213K	Hold	4,764	–	–	0.1%	132
2025 Q2	$202K	Hold	4,764	–	–	0.1%	134
2025 Q1	$223K	Hold	4,764	–	–	0.12%	125
2024 Q4	$204K	Buy	+4,764	New	+$217K	0.11%	130

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

YANKCOM Partnership's XLE Position: Q3 2026 in Review

YANKCOM Partnership reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q3 2026, selling an estimated $8K and leaving 4,632 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #123.

YANKCOM Partnership first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. The position peaked at $292K in Q1 2026. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

YANKCOM Partnership held 4,632 shares of State Street Energy Select Sector SPDR ETF worth $285K as of Q3 2026.
YANKCOM Partnership sold 132 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $8K.
State Street Energy Select Sector SPDR ETF made up 0.1% of YANKCOM Partnership's portfolio in Q3 2026, its #123 holding.
YANKCOM Partnership first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's State Street Energy Select Sector SPDR ETF position peaked at $292K in Q1 2026.
1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.