Castleview Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
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Castleview Partners's XLE Position: Q3 2026 in Review
Castleview Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.3% in Q3 2026, selling an estimated $6.06K and leaving 7,389 shares worth $454K. The position accounts for 0.2% of the portfolio, ranked #122.
Castleview Partners first reported a position in XLE in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.57M in Q4 2022. 467 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Castleview Partners held 7,389 shares of State Street Energy Select Sector SPDR ETF worth $454K as of Q3 2026.
- Castleview Partners sold 100 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $6.06K.
- State Street Energy Select Sector SPDR ETF made up 0.2% of Castleview Partners's portfolio in Q3 2026, its #122 holding.
- Castleview Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
- Castleview Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.57M in Q4 2022.
- 467 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.