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

Cadence 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 Q1	$10.5M	Buy	170,793 +1,578	+0.9%	+$84.6K	4.36%	7
2025 Q4	$7.57M	Sell	169,215 -3,933	-2%	-$175K	3.65%	8
2025 Q3	$7.73M	Buy	173,148 +7,680	+5%	+$336K	4.05%	7
2025 Q2	$7.02M	Buy	165,468 +9,090	+6%	+$379K	4.64%	6
2025 Q1	$7.31M	Buy	156,378 +1,844	+1%	+$83.1K	5.4%	6
2024 Q4	$6.62M	Buy	154,534 +3,426	+2%	+$156K	4.38%	7
2024 Q3	$6.63M	Buy	151,108 +2,288	+2%	+$102K	5.39%	5
2024 Q2	$6.78M	Buy	148,820 +3,310	+2%	+$154K	4.74%	6
2024 Q1	$6.87M	Sell	145,510 -1,232	-0.8%	-$52.9K	7.06%	4
2023 Q4	$6.15M	Sell	146,742 -6,536	-4%	-$279K	4.83%	6
2023 Q3	$6.93M	Buy	153,278 +200	+0.1%	+$8.75K	5.75%	6
2023 Q2	$6.21M	Sell	153,078 -220	-0.1%	-$8.96K	6.01%	4
2023 Q1	$6.35M	Buy	153,298 +782	+0.5%	+$33.4K	6.46%	4
2022 Q4	$6.67M	Sell	152,516 -21,130	-12%	-$920K	5.72%	6
2022 Q3	$6.25M	Buy	173,646 +4,916	+3%	+$186K	5.88%	6
2022 Q2	$6.03M	Sell	168,730 -153,894	-48%	-$6.17M	6.25%	5
2022 Q1	$12.3M	Sell	322,624 -339,226	-51%	-$11.7M	9.47%	5
2021 Q4	$18.4M	Sell	661,850 -113,172	-15%	-$3.2M	20.15%	1
2021 Q3	$20.2M	Buy	775,022 +106,578	+16%	+$2.64M	22.83%	1
2021 Q2	$18M	Buy	668,444 +140,770	+27%	+$3.66M	15.2%	1
2021 Q1	$12.9M	Buy	+527,674	New	+$12.2M	11.7%	4

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Cadence Wealth Management's XLE Position: Q1 2026 in Review

Cadence Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.93% in Q1 2026, buying an estimated $84.6K and bringing the position to 170,793 shares worth $10.5M. The position accounts for 4.36% of the portfolio, ranked #7.

Cadence Wealth Management first reported a position in XLE in Q1 2021 and has held it in 21 quarters since. The position peaked at $20.2M in Q3 2021. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cadence Wealth Management held 170,793 shares of State Street Energy Select Sector SPDR ETF worth $10.5M as of Q1 2026.
Cadence Wealth Management bought 1,578 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $84.6K.
State Street Energy Select Sector SPDR ETF made up 4.36% of Cadence Wealth Management's portfolio in Q1 2026, its #7 holding.
Cadence Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Cadence Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $20.2M in Q3 2021.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.