Butensky & Cohen Financial Security’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Butensky & Cohen Financial Security’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	$2.07M	Sell	39,050 -984	-2%	-$56.3K	0.51%	73
2026 Q1	$2.45M	Sell	40,034 -1,383	-3%	-$74.2K	0.65%	70
2025 Q4	$1.85M	Buy	41,417 +1,415	+4%	+$63K	0.5%	70
2025 Q3	$1.79M	Buy	40,002 +1,154	+3%	+$50.5K	0.5%	71
2025 Q2	$1.65M	Buy	38,848 +2,292	+6%	+$95.5K	0.49%	71
2025 Q1	$1.71M	Buy	36,556 +728	+2%	+$32.8K	0.52%	72
2024 Q4	$1.53M	Buy	35,828 +1,454	+4%	+$66.1K	0.48%	74
2024 Q3	$1.51M	Sell	34,374 -154	-0.4%	-$6.88K	0.45%	72
2024 Q2	$1.57M	Buy	34,528 +126	+0.4%	+$5.87K	0.5%	72
2024 Q1	$1.62M	Buy	34,402 +424	+1%	+$18.2K	0.51%	72
2023 Q4	$1.42M	Buy	33,978 +578	+2%	+$24.7K	0.47%	71
2023 Q3	$1.51M	Sell	33,400 -140	-0.4%	-$6.13K	0.55%	72
2023 Q2	$1.36M	Buy	33,540 +1,196	+4%	+$48.7K	0.49%	71
2023 Q1	$1.34M	Sell	32,344 -550	-2%	-$23.5K	0.48%	72
2022 Q4	$1.44M	Sell	32,894 -950	-3%	-$41.4K	0.53%	70
2022 Q3	$1.22M	Sell	33,844 -3,392	-9%	-$128K	0.51%	73
2022 Q2	$1.33M	Sell	37,236 -784	-2%	-$31.5K	0.54%	74
2022 Q1	$1.45M	Sell	38,020 -1,430	-4%	-$49.5K	0.51%	77
2021 Q4	$1.09M	Sell	39,450 -782	-2%	-$22.1K	0.39%	82
2021 Q3	$1.05M	Sell	40,232 -2,034	-5%	-$50.4K	0.42%	79
2021 Q2	$1.14M	Sell	42,266 -2,138	-5%	-$55.6K	0.45%	77
2021 Q1	$1.09M	Sell	44,404 -1,492	-3%	-$34.4K	0.45%	76
2020 Q4	$870K	Sell	45,896 -2,630	-5%	-$45.3K	0.39%	76
2020 Q3	$727K	Buy	48,526 +1,504	+3%	+$26.7K	0.38%	76
2020 Q2	$890K	Buy	47,022 +3,816	+9%	+$71K	0.51%	76
2020 Q1	$628K	Buy	43,206 +1,474	+4%	+$35K	0.47%	71
2019 Q4	$1.25M	Buy	41,732 +70	+0.2%	+$2.08K	0.72%	69
2019 Q3	$1.23M	Buy	41,662 +2,596	+7%	+$78.5K	0.74%	66
2019 Q2	$1.24M	Buy	39,066 +1,108	+3%	+$35.5K	0.83%	60
2019 Q1	$1.25M	Buy	37,958 +2,434	+7%	+$78.2K	0.91%	58
2018 Q4	$1.02M	Buy	35,524 +218	+0.6%	+$7.29K	0.9%	57
2018 Q3	$1.34M	Buy	35,306 +1,550	+5%	+$58.1K	1.07%	54
2018 Q2	$1.28M	Buy	33,756 +1,192	+4%	+$44.3K	1.08%	54
2018 Q1	$1.1M	Buy	32,564 +1,034	+3%	+$36.6K	0.96%	55
2017 Q4	$1.14M	Buy	31,530 +2,994	+10%	+$103K	0.94%	56
2017 Q3	$977K	Buy	28,536 +1,972	+7%	+$64.2K	0.87%	60
2017 Q2	$862K	Buy	26,564 +1,690	+7%	+$56.8K	0.78%	60
2017 Q1	$869K	Buy	24,874 +1,370	+6%	+$49.5K	0.79%	60
2016 Q4	$885K	Buy	23,504 +310	+1%	+$11.2K	0.82%	60
2016 Q3	$819K	Buy	23,194 +1,194	+5%	+$40.9K	0.79%	61
2016 Q2	$751K	Sell	22,000 -810	-4%	-$26.7K	0.73%	62
2016 Q1	$706K	Buy	22,810 +880	+4%	+$25.5K	0.68%	62
2015 Q4	$661K	Buy	21,930 +720	+3%	+$23.7K	0.65%	61
2015 Q3	$649K	Buy	21,210 +1,340	+7%	+$45.2K	0.69%	61
2015 Q2	$747K	Buy	19,870 +550	+3%	+$21.8K	0.75%	61
2015 Q1	$749K	Buy	19,320 +1,460	+8%	+$56.6K	0.74%	62
2014 Q4	$707K	Buy	+17,860	New	+$742K	0.71%	62

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Butensky & Cohen Financial Security's XLE Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q2 2026, selling an estimated $56.3K and leaving 39,050 shares worth $2.07M. The position accounts for 0.51% of the portfolio, ranked #73.

Butensky & Cohen Financial Security first reported a position in XLE in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.45M in Q1 2026. 624 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Butensky & Cohen Financial Security held 39,050 shares of State Street Energy Select Sector SPDR ETF worth $2.07M as of Q2 2026.
Butensky & Cohen Financial Security sold 984 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $56.3K.
State Street Energy Select Sector SPDR ETF made up 0.51% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #73 holding.
Butensky & Cohen Financial Security first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
Butensky & Cohen Financial Security's State Street Energy Select Sector SPDR ETF position peaked at $2.45M in Q1 2026.
624 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.