Cardiff Park Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cardiff Park 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 Q1	$1.7M	Buy	27,775 +27	+0.1%	+$1.45K	0.14%	84
2025 Q4	$1.24M	Buy	27,748 +22	+0.1%	+$980	0.1%	102
2025 Q3	$1.24M	Buy	27,726 +34	+0.1%	+$1.49K	0.09%	111
2025 Q2	$1.17M	Buy	27,692 +34	+0.1%	+$1.42K	0.1%	103
2025 Q1	$1.29M	Buy	27,658 +32	+0.1%	+$1.44K	0.12%	86
2024 Q4	$1.18M	Buy	27,626 +34	+0.1%	+$1.54K	0.11%	93
2024 Q3	$1.21M	Buy	27,592 +34	+0.1%	+$1.52K	0.11%	89
2024 Q2	$1.26M	Buy	27,558 +32	+0.1%	+$1.49K	0.12%	85
2024 Q1	$1.3M	Buy	27,526 +32	+0.1%	+$1.38K	0.12%	82
2023 Q4	$1.15M	Buy	27,494 +3,998	+17%	+$171K	0.13%	84
2023 Q3	$1.06M	Hold	23,496	–	–	0.13%	80
2023 Q2	$954K	Buy	23,496 +2	+0%	+$81	0.12%	91
2023 Q1	$973K	Hold	23,494	–	–	0.13%	90
2022 Q4	$1.03M	Hold	23,494	–	–	0.14%	90
2022 Q3	$846K	Hold	23,494	–	–	0.13%	98
2022 Q2	$840K	Sell	23,494 -66,766	-74%	-$2.68M	0.13%	93
2022 Q1	$3.45M	Buy	90,260 +56	+0.1%	+$1.94K	0.49%	33
2021 Q4	$2.5M	Buy	+90,204	New	+$2.55M	0.33%	41

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

Cardiff Park Advisors's XLE Position: Q1 2026 in Review

Cardiff Park Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.1% in Q1 2026, buying an estimated $1.45K and bringing the position to 27,775 shares worth $1.7M. The position accounts for 0.14% of the portfolio, ranked #84.

Cardiff Park Advisors first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.45M in Q1 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cardiff Park Advisors held 27,775 shares of State Street Energy Select Sector SPDR ETF worth $1.7M as of Q1 2026.
Cardiff Park Advisors bought 27 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.45K.
State Street Energy Select Sector SPDR ETF made up 0.14% of Cardiff Park Advisors's portfolio in Q1 2026, its #84 holding.
Cardiff Park Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.45M in Q1 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.