Boltwood Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Boltwood Capital Management’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 Q2	$2.28M	Sell	42,976 -41	-0.1%	-$2.34K	0.52%	47
2026 Q1	$2.64M	Sell	43,017 -80	-0.2%	-$4.29K	0.67%	40
2025 Q4	$1.93M	Sell	43,097 -381	-0.9%	-$17K	0.5%	53
2025 Q3	$1.94M	Sell	43,478 -980	-2%	-$42.9K	0.52%	52
2025 Q2	$1.89M	Sell	44,458 -1,834	-4%	-$76.4K	0.54%	51
2025 Q1	$2.16M	Buy	46,292 +786	+2%	+$35.4K	0.66%	42
2024 Q4	$1.95M	Buy	45,506 +170	+0.4%	+$7.73K	0.59%	46
2024 Q3	$1.99M	Sell	45,336 -856	-2%	-$38.3K	0.59%	48
2024 Q2	$2.11M	Sell	46,192 -2,090	-4%	-$97.3K	0.66%	43
2024 Q1	$2.28M	Sell	48,282 -350	-0.7%	-$15K	0.71%	40
2023 Q4	$2.04M	Buy	48,632 +1,360	+3%	+$58.2K	0.68%	40
2023 Q3	$2.14M	Sell	47,272 -204	-0.4%	-$8.93K	0.79%	36
2023 Q2	$1.93M	Buy	47,476 +298	+0.6%	+$12.1K	0.69%	40
2023 Q1	$1.95M	Sell	47,178 -350	-0.7%	-$15K	0.73%	39
2022 Q4	$2.08M	Buy	47,528 +2,316	+5%	+$101K	0.84%	35
2022 Q3	$1.63M	Buy	45,212 +2,436	+6%	+$92.1K	0.75%	38
2022 Q2	$1.53M	Buy	42,776 +1,548	+4%	+$62.1K	0.66%	49
2022 Q1	$1.58M	Sell	41,228 -468	-1%	-$16.2K	0.61%	50
2021 Q4	$1.16M	Buy	41,696 +1,106	+3%	+$31.3K	0.43%	74
2021 Q3	$1.06M	Buy	40,590 +3,770	+10%	+$93.4K	0.43%	73
2021 Q2	$992K	Buy	36,820 +2,030	+6%	+$52.8K	0.41%	77
2021 Q1	$853K	Buy	34,790 +3,100	+10%	+$71.5K	0.38%	82
2020 Q4	$601K	Buy	31,690 +4,124	+15%	+$71.1K	0.29%	89
2020 Q3	$413K	Buy	+27,566	New	+$489K	0.23%	103
2020 Q1	–	Sell	-50,468	Closed	-$1.51M	–	141
2019 Q4	$1.51M	Buy	50,468 +1,030	+2%	+$30.5K	0.85%	39
2019 Q3	$1.46M	Buy	49,438 +40,378	+446%	+$1.22M	0.92%	37
2019 Q2	$289K	Sell	9,060 -400	-4%	-$12.8K	0.18%	118
2019 Q1	$313K	Sell	9,460 -9,274	-50%	-$298K	0.2%	112
2018 Q4	$537K	Sell	18,734 -656	-3%	-$21.9K	0.37%	80
2018 Q3	$734K	Buy	19,390 +60	+0.3%	+$2.25K	0.44%	81
2018 Q2	$733K	Sell	19,330 -110	-0.6%	-$4.09K	0.48%	73
2018 Q1	$655K	Sell	19,440 -680	-3%	-$24.1K	0.45%	74
2017 Q4	$726K	Buy	20,120 +2,740	+16%	+$94.3K	0.44%	70
2017 Q3	$595K	Sell	17,380 -150	-0.9%	-$4.88K	0.39%	81
2017 Q2	$569K	Sell	17,530 -2,000	-10%	-$67.2K	0.39%	83
2017 Q1	$682K	Buy	19,530 +1,400	+8%	+$50.6K	0.48%	69
2016 Q4	$682K	Sell	18,130 -450	-2%	-$16.3K	0.52%	65
2016 Q3	$655K	Buy	18,580 +260	+1%	+$8.91K	0.53%	65
2016 Q2	$625K	Buy	18,320 +200	+1%	+$6.6K	0.52%	66
2016 Q1	$561K	Sell	18,120 -1,400	-7%	-$40.6K	0.49%	69
2015 Q4	$589K	Buy	19,520 +8,450	+76%	+$278K	0.54%	60
2015 Q3	$339K	Buy	11,070 +100	+0.9%	+$3.37K	0.36%	73
2015 Q2	$412K	Sell	10,970 -700	-6%	-$27.8K	0.41%	69
2015 Q1	$453K	Buy	11,670 +800	+7%	+$31K	0.13%	81
2014 Q4	$430K	Buy	10,870 +100	+0.9%	+$4.16K	0.12%	81
2014 Q3	$488K	Buy	10,770 +1,900	+21%	+$92K	0.14%	75
2014 Q2	$444K	Hold	8,870	–	–	0.13%	79
2014 Q1	$395K	Sell	8,870 -700	-7%	-$30.2K	0.12%	76
2013 Q4	$424K	Buy	9,570 +470	+5%	+$20.2K	0.14%	73
2013 Q3	$377K	Buy	9,100 +1,000	+12%	+$41.2K	0.14%	74
2013 Q2	$317K	Buy	+8,100	New	+$321K	0.13%	75

Other funds holding XLE

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Boltwood Capital Management's XLE Position: Q2 2026 in Review

Boltwood Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.1% in Q2 2026, selling an estimated $2.34K and leaving 42,976 shares worth $2.28M. The position accounts for 0.52% of the portfolio, ranked #47.

Boltwood Capital Management first reported a position in XLE in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.64M in Q1 2026. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Boltwood Capital Management held 42,976 shares of State Street Energy Select Sector SPDR ETF worth $2.28M as of Q2 2026.
Boltwood Capital Management sold 41 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.34K.
State Street Energy Select Sector SPDR ETF made up 0.52% of Boltwood Capital Management's portfolio in Q2 2026, its #47 holding.
Boltwood Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
Boltwood Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $2.64M in Q1 2026.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.