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

Cadence Wealth Management's XLE Position: Q2 2026 in Review

Cadence Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 215% in Q2 2026, buying an estimated $21M and bringing the position to 537,917 shares worth $28.6M. The position accounts for 12.8% of the portfolio, ranked #2.

Cadence Wealth Management first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

• Cadence Wealth Management held 537,917 shares of State Street Energy Select Sector SPDR ETF worth $28.6M as of Q2 2026.
• Cadence Wealth Management bought 367,124 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $21M.
• State Street Energy Select Sector SPDR ETF made up 12.8% of Cadence Wealth Management's portfolio in Q2 2026, its #2 holding.
• Cadence Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
• 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.