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 Q3	$2.05M	Hold	33,338	–	–	0.13%	56
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

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

Cache Advisors's XLE Position: Q3 2026 in Review

Cache Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 33,338 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #56.

Cache Advisors first reported a position in XLE in Q3 2025 and has held it in 5 quarters since. 592 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Cache Advisors held 33,338 shares of State Street Energy Select Sector SPDR ETF worth $2.05M as of Q3 2026.
Cache Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.13% of Cache Advisors's portfolio in Q3 2026, its #56 holding.
Cache Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 5 quarters since.
592 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.