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Cache Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cache Advisors’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 		$1.77M Hold
33,338
– – 0.15% 59
2026
Q1 		$2.04M Hold
33,338
– – 0.24% 32
2025
Q4 		$1.49M Hold
33,338
– – 0.18% 41
2025
Q3 		$1.49M Buy
+33,338
New +$1.46M 0.26% 39

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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cache Advisors's XLE Position: Q2 2026 in Review

Cache Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 33,338 shares worth $1.77M. The position accounts for 0.15% of the portfolio, ranked #59.

Cache Advisors first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q1 2026. 560 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Cache Advisors held 33,338 shares of State Street Energy Select Sector SPDR ETF worth $1.77M as of Q2 2026.
  • Cache Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.15% of Cache Advisors's portfolio in Q2 2026, its #59 holding.
  • Cache Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Cache Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.04M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.