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 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 $1.37T 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

Cannell & Spears's XLE Position: Q1 2026 in Review

Cannell & Spears increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.28% in Q1 2026, buying an estimated $5.36K and bringing the position to 36,196 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #189.

Cannell & Spears first reported a position in XLE in Q3 2014 and has held it in 29 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cannell & Spears held 36,196 shares of State Street Energy Select Sector SPDR ETF worth $2.22M as of Q1 2026.
Cannell & Spears bought 100 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $5.36K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Cannell & Spears's portfolio in Q1 2026, its #189 holding.
Cannell & Spears first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2014 and has held it in 29 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.