Cary Street Partners Investment Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.4K Buy
459
+27
+6% +$1.54K ﹤0.01% 651
2026
Q1
$26.5K Sell
432
-12
-3% -$644 0.01% 597
2025
Q4
$19.9K Hold
444
0.01% 585
2025
Q3
$19.8K Hold
444
0.01% 513
2025
Q2
$18.8K Buy
444
+10
+2% +$416 0.01% 488
2025
Q1
$20.3K Sell
434
-30
-6% -$1.35K 0.01% 441
2024
Q4
$19.9K Sell
464
-46,886
-99% -$2.13M 0.01% 407
2024
Q3
$2.08M Sell
47,350
-5,408
-10% -$242K 0.08% 262
2024
Q2
$2.4M Sell
52,758
-2,636
-5% -$123K 0.1% 221
2024
Q1
$2.61M Buy
55,394
+13,046
+31% +$560K 0.11% 206
2023
Q4
$1.78M Buy
42,348
+7,018
+20% +$300K 0.08% 244
2023
Q3
$1.6M Buy
35,330
+15,364
+77% +$672K 0.09% 244
2023
Q2
$810K Buy
19,966
+822
+4% +$33.5K 0.05% 293
2023
Q1
$793K Buy
19,144
+724
+4% +$31K 0.06% 273
2022
Q4
$806K Buy
18,420
+1,744
+10% +$75.9K 0.06% 267
2022
Q3
$601K Buy
16,676
+268
+2% +$10.1K 0.05% 285
2022
Q2
$587K Buy
16,408
+9,916
+153% +$398K 0.05% 284
2022
Q1
$248K Buy
+6,492
New +$225K 0.07% 238
2021
Q3
Sell
-7,956
Closed -$214K 313
2021
Q2
$214K Buy
+7,956
New +$207K 0.07% 233
2020
Q4
Sell
-906
Closed -$14K 888
2020
Q3
$14K Buy
+906
New +$16.1K ﹤0.01% 724

Other funds holding XLE

Cary Street Partners Investment Advisory's XLE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.3% in Q2 2026, buying an estimated $1.54K and bringing the position to 459 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Cary Street Partners Investment Advisory first reported a position in XLE in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.61M in Q1 2024. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Cary Street Partners Investment Advisory held 459 shares of State Street Energy Select Sector SPDR ETF worth $24.4K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 27 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.54K.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #651 holding.
  • Cary Street Partners Investment Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 20 quarters since.
  • Cary Street Partners Investment Advisory's State Street Energy Select Sector SPDR ETF position peaked at $2.61M in Q1 2024.
  • 1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.