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C.M. Bidwell & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

C.M. Bidwell & Associates’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
Q1 		$78.3K Buy
1,278
+1
+0.1% +$54 0.04% 187
2025
Q4 		$57.1K Buy
1,277
+1
+0.1% +$45 0.03% 221
2025
Q3 		$57K Sell
1,276
-794
-38% -$34.8K 0.03% 214
2025
Q2 		$87.8K Sell
2,070
-828
-29% -$34.5K 0.05% 180
2025
Q1 		$135K Buy
2,898
+2
+0.1% +$90 0.08% 151
2024
Q4 		$124K Buy
2,896
+2
+0.1% +$91 0.08% 164
2024
Q3 		$127K Buy
2,894
+2
+0.1% +$89 0.08% 155
2024
Q2 		$132K Buy
2,892
+2,442
+543% +$114K 0.09% 155
2024
Q1 		$21.3K Sell
450
-82
-15% -$3.52K 0.01% 258
2023
Q4 		$22.3K Buy
532
+2
+0.4% +$86 0.02% 263
2023
Q3 		$24K Buy
530
+2
+0.4% +$88 0.02% 331
2023
Q2 		$21.5K Buy
528
+2
+0.4% +$81 0.02% 345
2023
Q1 		$21.8K Buy
526
+2
+0.4% +$86 0.02% 343
2022
Q4 		$22.9K Buy
524
+228
+77% +$9.93K 0.02% 333
2022
Q3 		$11K Buy
296
+2
+0.7% +$76 0.01% 347
2022
Q2 		$11K Sell
294
-2,662
-90% -$107K 0.01% 346
2022
Q1 		$113K Buy
2,956
+2
+0.1% +$69 0.07% 225
2021
Q4 		$82K Buy
2,954
+4
+0.1% +$113 0.05% 254
2021
Q3 		$77K Sell
2,950
-618
-17% -$15.3K 0.05% 254
2021
Q2 		$96K Sell
3,568
-56
-2% -$1.46K 0.06% 247
2021
Q1 		$89K Sell
3,624
-4,190
-54% -$96.7K 0.07% 248
2020
Q4 		$148K Buy
7,814
+4,196
+116% +$72.3K 0.12% 178
2020
Q3 		$54K Sell
3,618
-6,736
-65% -$120K 0.05% 260
2020
Q2 		$196K Buy
10,354
+4,578
+79% +$85.1K 0.18% 130
2020
Q1 		$84K Sell
5,776
-3,404
-37% -$80.7K 0.09% 182
2019
Q4 		$276K Sell
9,180
-3,258
-26% -$96.6K 0.25% 88
2019
Q3 		$368K Sell
12,438
-420
-3% -$12.7K 0.36% 78
2019
Q2 		$410K Buy
12,858
+9,212
+253% +$295K 0.41% 75
2019
Q1 		$121K Sell
3,646
-1,158
-24% -$37.2K 0.12% 163
2018
Q4 		$138K Sell
4,804
-27,136
-85% -$908K 0.15% 152
2018
Q3 		$1.21M Sell
31,940
-5,726
-15% -$215K 1.15% 13
2018
Q2 		$1.43M Sell
37,666
-4,924
-12% -$183K 1.33% 11
2018
Q1 		$1.44M Buy
42,590
+3,306
+8% +$117K 1.31% 11
2017
Q4 		$1.42M Buy
39,284
+4,034
+11% +$139K 1.22% 12
2017
Q3 		$1.21M Sell
35,250
-3,326
-9% -$108K 1.85% 2
2017
Q2 		$1.25M Buy
+38,576
New +$1.3M 0.27% 85
2016
Q4 		– Sell
-48,866
Closed -$1.73M – 317
2016
Q3 		$1.73M Buy
+48,866
New +$1.67M 0.41% 88
2016
Q2 		– Sell
-49,008
Closed -$1.52M – 326
2016
Q1 		$1.52M Buy
49,008
+30,258
+161% +$878K 0.38% 94
2015
Q4 		$566K Buy
+18,750
New +$617K 0.13% 98
2015
Q2 		– Sell
-12,040
Closed -$467K – 261
2015
Q1 		$467K Buy
12,040
+6,560
+120% +$254K 0.1% 101
2014
Q4 		$217K Buy
+5,480
New +$228K 0.05% 145

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

C.M. Bidwell & Associates's XLE Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.08% in Q1 2026, buying an estimated $54 and bringing the position to 1,278 shares worth $78.3K. The position accounts for 0.04% of the portfolio, ranked #187.

C.M. Bidwell & Associates first reported a position in XLE in Q4 2014 and has held it in 41 quarters since. The position peaked at $1.73M in Q3 2016. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • C.M. Bidwell & Associates held 1,278 shares of State Street Energy Select Sector SPDR ETF worth $78.3K as of Q1 2026.
  • C.M. Bidwell & Associates bought 1 State Street Energy Select Sector SPDR ETF share in Q1 2026, an estimated $54.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #187 holding.
  • C.M. Bidwell & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 41 quarters since.
  • C.M. Bidwell & Associates's State Street Energy Select Sector SPDR ETF position peaked at $1.73M in Q3 2016.
  • 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.