Caldwell Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Caldwell Trust's XLE Position: Q2 2026 in Review
Caldwell Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.3% in Q2 2026, buying an estimated $11.4K and bringing the position to 8,974 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #240.
Caldwell Trust first reported a position in XLE in Q4 2019 and has held it in 27 quarters since. The position peaked at $635K in Q4 2021. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Caldwell Trust held 8,974 shares of State Street Energy Select Sector SPDR ETF worth $477K as of Q2 2026.
- Caldwell Trust bought 200 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4K.
- State Street Energy Select Sector SPDR ETF made up 0.04% of Caldwell Trust's portfolio in Q2 2026, its #240 holding.
- Caldwell Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
- Caldwell Trust's State Street Energy Select Sector SPDR ETF position peaked at $635K in Q4 2021.
- 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.