Cary Street Partners’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
$1.94M Buy
36,446
+3,945
+12% +$226K 0.04% 371
2026
Q1
$1.99M Buy
32,501
+4,021
+14% +$216K 0.05% 329
2025
Q4
$1.27M Sell
28,480
-13,524
-32% -$602K 0.03% 398
2025
Q3
$1.88M Sell
42,004
-3,840
-8% -$168K 0.05% 330
2025
Q2
$1.94M Sell
45,844
-1,308
-3% -$54.5K 0.05% 309
2025
Q1
$2.2M Sell
47,152
-2,530
-5% -$114K 0.07% 272
2024
Q4
$2.13M Buy
+49,682
New +$2.26M 0.07% 263

Other funds holding XLE

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

Cary Street Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q2 2026, buying an estimated $226K and bringing the position to 36,446 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #371.

Cary Street Partners first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.2M in Q1 2025. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Cary Street Partners held 36,446 shares of State Street Energy Select Sector SPDR ETF worth $1.94M as of Q2 2026.
  • Cary Street Partners bought 3,945 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $226K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Cary Street Partners's portfolio in Q2 2026, its #371 holding.
  • Cary Street Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.2M in Q1 2025.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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