Cassaday & Co Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Cassaday & Co Wealth Management's XLE Position: Q2 2026 in Review
Cassaday & Co Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.3% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,129 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #594.
Cassaday & Co Wealth Management first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $610K in Q2 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Cassaday & Co Wealth Management held 1,129 shares of State Street Energy Select Sector SPDR ETF worth $60K as of Q2 2026.
- Cassaday & Co Wealth Management bought 25 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.43K.
- State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #594 holding.
- Cassaday & Co Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
- Cassaday & Co Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $610K in Q2 2025.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.