Your Advocates Ltd’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Your Advocates Ltd’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	$18.4K	Hold	300	–	–	0.01%	109
2026 Q2	$15.9K	Buy	+300	New	+$17.2K	﹤0.01%	108
2026 Q1	–	Sell	-936	Closed	-$41.9K	–	259
2025 Q4	$41.9K	Sell	936 -86	-8%	-$3.83K	0.01%	73
2025 Q3	$45.6K	Buy	1,022 +10	+1%	+$438	0.02%	66
2025 Q2	$43K	Buy	1,012 +188	+23%	+$7.83K	0.02%	62
2025 Q1	$38.5K	Buy	824 +106	+15%	+$4.78K	0.01%	61
2024 Q4	$30.8K	Buy	718 +6	+0.8%	+$273	0.01%	67
2024 Q3	$31.3K	Buy	712 +86	+14%	+$3.84K	0.01%	73
2024 Q2	$28.6K	Buy	626 +424	+210%	+$19.7K	0.01%	81
2024 Q1	$9.5K	Buy	+202	New	+$8.68K	﹤0.01%	108

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

Your Advocates Ltd's XLE Position: Q3 2026 in Review

Your Advocates Ltd held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 300 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #109.

Your Advocates Ltd first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $45.6K in Q3 2025. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Your Advocates Ltd held 300 shares of State Street Energy Select Sector SPDR ETF worth $18.4K as of Q3 2026.
Your Advocates Ltd left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Your Advocates Ltd's portfolio in Q3 2026, its #109 holding.
Your Advocates Ltd first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Your Advocates Ltd's State Street Energy Select Sector SPDR ETF position peaked at $45.6K in Q3 2025.
1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Your Advocates Ltd's 13F filing for Q3 2026, filed 3 Nov 2026.