Cannell & Spears’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cannell & Spears’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	$1.92M	Hold	36,196	–	–	0.03%	197
2026 Q1	$2.22M	Buy	36,196 +100	+0.3%	+$5.36K	0.04%	189
2025 Q4	$1.61M	Hold	36,096	–	–	0.03%	207
2025 Q3	$1.61M	Buy	36,096 +96	+0.3%	+$4.2K	0.03%	200
2025 Q2	$1.53M	Sell	36,000 -468	-1%	-$19.5K	0.03%	201
2025 Q1	$1.7M	Hold	36,468	–	–	0.04%	196
2024 Q4	$1.56M	Hold	36,468	–	–	0.03%	202
2024 Q3	$1.6M	Buy	36,468 +468	+1%	+$20.9K	0.03%	198
2024 Q2	$1.64M	Hold	36,000	–	–	0.03%	189
2024 Q1	$1.7M	Hold	36,000	–	–	0.04%	191
2023 Q4	$1.51M	Hold	36,000	–	–	0.12%	69
2023 Q3	$1.63M	Hold	36,000	–	–	0.14%	63
2023 Q2	$1.46M	Hold	36,000	–	–	0.12%	73
2023 Q1	$1.49M	Hold	36,000	–	–	0.13%	71
2022 Q4	$1.57M	Hold	36,000	–	–	0.15%	68
2022 Q3	$1.3M	Hold	36,000	–	–	0.13%	74
2022 Q2	$1.29M	Hold	36,000	–	–	0.12%	81
2022 Q1	$1.38M	Hold	36,000	–	–	0.1%	87
2021 Q4	$999K	Hold	36,000	–	–	0.07%	103
2021 Q3	$938K	Hold	36,000	–	–	0.07%	101
2021 Q2	$970K	Hold	36,000	–	–	0.07%	101
2021 Q1	$883K	Hold	36,000	–	–	0.07%	99
2020 Q4	$682K	Sell	36,000 -11,596	-24%	-$200K	0.06%	109
2020 Q3	$713K	Buy	47,596 +11,596	+32%	+$206K	0.07%	100
2020 Q2	$681K	Buy	+36,000	New	+$669K	0.07%	99
2015 Q4	–	Sell	-70,990	Closed	-$2.17M	–	136
2015 Q3	$2.17M	Buy	70,990 +12,950	+22%	+$436K	0.25%	40
2015 Q2	$2.18M	Buy	58,040 +26,010	+81%	+$1.03M	0.24%	44
2015 Q1	$1.24M	Sell	32,030 -420	-1%	-$16.3K	0.15%	62
2014 Q4	$1.28M	Buy	32,450 +5,470	+20%	+$227K	0.14%	65
2014 Q3	$1.22M	Buy	+26,980	New	+$1.31M	0.15%	62

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Cannell & Spears's XLE Position: Q2 2026 in Review

Cannell & Spears held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 36,196 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #197.

Cannell & Spears first reported a position in XLE in Q3 2014 and has held it in 30 quarters since. The position peaked at $2.22M in Q1 2026. 2,035 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cannell & Spears held 36,196 shares of State Street Energy Select Sector SPDR ETF worth $1.92M as of Q2 2026.
Cannell & Spears left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.03% of Cannell & Spears's portfolio in Q2 2026, its #197 holding.
Cannell & Spears first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2014 and has held it in 30 quarters since.
Cannell & Spears's State Street Energy Select Sector SPDR ETF position peaked at $2.22M in Q1 2026.
2,035 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.