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

Cahill Financial 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	$364K	Sell	6,861 -106	-2%	-$6.06K	0.04%	225
2026 Q1	$427K	Sell	6,967 -1,076	-13%	-$57.7K	0.05%	196
2025 Q4	$360K	Sell	8,043 -1,979	-20%	-$88.1K	0.04%	217
2025 Q3	$448K	Sell	10,022 -1,268	-11%	-$55.5K	0.05%	188
2025 Q2	$479K	Sell	11,290 -4,164	-27%	-$173K	0.06%	174
2025 Q1	$722K	Buy	15,454 +2,364	+18%	+$107K	0.1%	139
2024 Q4	$561K	Sell	13,090 -766	-6%	-$34.8K	0.08%	150
2024 Q3	$608K	Sell	13,856 -1,928	-12%	-$86.2K	0.08%	146
2024 Q2	$719K	Sell	15,784 -3,118	-16%	-$145K	0.1%	149
2024 Q1	$892K	Sell	18,902 -3,804	-17%	-$163K	0.12%	132
2023 Q4	$952K	Sell	22,706 -1,644	-7%	-$70.3K	0.14%	124
2023 Q3	$1.1M	Sell	24,350 -326	-1%	-$14.3K	0.18%	109
2023 Q2	$1M	Buy	24,676 +15,844	+179%	+$645K	0.16%	117
2023 Q1	$366K	Sell	8,832 -822	-9%	-$35.1K	0.06%	174
2022 Q4	$422K	Sell	9,654 -48,974	-84%	-$2.13M	0.08%	162
2022 Q3	$2.11M	Sell	58,628 -10,870	-16%	-$411K	0.45%	55
2022 Q2	$2.48M	Sell	69,498 -23,244	-25%	-$933K	0.53%	48
2022 Q1	$3.54M	Buy	+92,742	New	+$3.21M	0.67%	39
2021 Q4	–	Sell	-1,884	Closed	-$49K	–	799
2021 Q3	$49K	Buy	+1,884	New	+$46.7K	0.01%	341

Other funds holding XLE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cahill Financial Advisors's XLE Position: Q2 2026 in Review

Cahill Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q2 2026, selling an estimated $6.06K and leaving 6,861 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #225.

Cahill Financial Advisors first reported a position in XLE in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.54M in Q1 2022. 1,594 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cahill Financial Advisors held 6,861 shares of State Street Energy Select Sector SPDR ETF worth $364K as of Q2 2026.
Cahill Financial Advisors sold 106 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $6.06K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #225 holding.
Cahill Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Cahill Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.54M in Q1 2022.
1,594 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.