Cardinal Point Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cardinal Point Capital Management’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	$308K	Sell	5,796 -205	-3%	-$11.7K	0.02%	237
2026 Q1	$368K	Sell	6,001 -4,502	-43%	-$241K	0.02%	202
2025 Q4	$470K	Buy	+10,503	New	+$468K	0.03%	161
2025 Q2	–	Sell	-6,730	Closed	-$314K	–	254
2025 Q1	$314K	Sell	6,730 -2,042	-23%	-$92.1K	0.03%	145
2024 Q4	$376K	Buy	+8,772	New	+$399K	0.06%	65
2023 Q2	–	Sell	-9,252	Closed	-$383K	–	85
2023 Q1	$383K	Buy	+9,252	New	+$396K	0.12%	59

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

Cardinal Point Capital Management's XLE Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.4% in Q2 2026, selling an estimated $11.7K and leaving 5,796 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #237.

Cardinal Point Capital Management first reported a position in XLE in Q1 2023 and has held it in 6 quarters since. The position peaked at $470K in Q4 2025. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cardinal Point Capital Management held 5,796 shares of State Street Energy Select Sector SPDR ETF worth $308K as of Q2 2026.
Cardinal Point Capital Management sold 205 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.7K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #237 holding.
Cardinal Point Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 6 quarters since.
Cardinal Point Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $470K in Q4 2025.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.