C2C Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

C2C Wealth 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 Q3	$1.03M	Hold	16,678	–	–	0.8%	33
2026 Q2	$886K	Hold	16,678	–	–	0.69%	37
2026 Q1	$1.02M	Hold	16,678	–	–	0.86%	30
2025 Q4	$746K	Sell	16,678 -2,442	-13%	-$109K	0.63%	39
2025 Q3	$854K	Sell	19,120 -2,380	-11%	-$104K	0.73%	33
2025 Q2	$912K	Hold	21,500	–	–	0.83%	31
2025 Q1	$1M	Hold	21,500	–	–	0.94%	27
2024 Q4	$921K	Hold	21,500	–	–	0.85%	29
2024 Q3	$952K	Buy	21,500 +700	+3%	+$31.3K	0.89%	29
2024 Q2	$948K	Hold	20,800	–	–	0.93%	27
2024 Q1	$982K	Sell	20,800 -450	-2%	-$19.3K	0.97%	24
2023 Q4	$893K	Sell	21,250 -2,700	-11%	-$115K	0.76%	34
2023 Q3	$1.06M	Buy	23,950 +2,000	+9%	+$87.5K	0.15%	74
2023 Q2	$894K	Buy	21,950 +5,640	+35%	+$230K	0.12%	89
2023 Q1	$706K	Buy	16,310 +1,270	+8%	+$54.3K	0.11%	108
2022 Q4	$673K	Hold	15,040	–	–	0.12%	79
2022 Q3	$597K	Hold	15,040	–	–	0.12%	90
2022 Q2	$544K	Buy	15,040 +1,160	+8%	+$46.5K	0.1%	98
2022 Q1	$559K	Sell	13,880 -200	-1%	-$6.93K	0.1%	107
2021 Q4	$391K	Buy	+14,080	New	+$398K	0.06%	145

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

C2C Wealth Management's XLE Position: Q3 2026 in Review

C2C Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 16,678 shares worth $1.03M. The position accounts for 0.8% of the portfolio, ranked #33.

C2C Wealth Management first reported a position in XLE in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q3 2023. 592 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

C2C Wealth Management held 16,678 shares of State Street Energy Select Sector SPDR ETF worth $1.03M as of Q3 2026.
C2C Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.8% of C2C Wealth Management's portfolio in Q3 2026, its #33 holding.
C2C Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
C2C Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.06M in Q3 2023.
592 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.