Carlson Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Carlson Financial's XLE Position: Q2 2026 in Review
Carlson Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q2 2026, selling an estimated $16.1K and leaving 15,072 shares worth $801K. The position accounts for 0.41% of the portfolio, ranked #58.
Carlson Financial first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $941K in Q1 2026. 2,032 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Carlson Financial held 15,072 shares of State Street Energy Select Sector SPDR ETF worth $801K as of Q2 2026.
- Carlson Financial sold 282 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $16.1K.
- State Street Energy Select Sector SPDR ETF made up 0.41% of Carlson Financial's portfolio in Q2 2026, its #58 holding.
- Carlson Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Carlson Financial's State Street Energy Select Sector SPDR ETF position peaked at $941K in Q1 2026.
- 2,032 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.