Castleview Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Castleview Partners’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$398K	Buy	7,489 +867	+13%	+$49.6K	0.17%	135
2026 Q1	$406K	Sell	6,622 -2,779	-30%	-$149K	0.21%	113
2025 Q4	$420K	Sell	9,401 -9,975	-51%	-$444K	0.21%	109
2025 Q3	$866K	Buy	19,376 +2,902	+18%	+$127K	0.47%	43
2025 Q2	$699K	Sell	16,474 -4,588	-22%	-$191K	0.45%	49
2025 Q1	$984K	Buy	21,062 +2,314	+12%	+$104K	0.67%	35
2024 Q4	$812K	Sell	18,748 -6,008	-24%	-$273K	0.44%	54
2024 Q3	$1.09M	Sell	24,756 -9,686	-28%	-$433K	0.63%	32
2024 Q2	$1.57M	Buy	34,442 +13,632	+66%	+$635K	0.89%	19
2024 Q1	$982K	Buy	20,810 +6,092	+41%	+$262K	0.55%	40
2023 Q4	$617K	Sell	14,718 -2,644	-15%	-$113K	0.43%	51
2023 Q3	$785K	Buy	17,362 +2,590	+18%	+$113K	0.73%	17
2023 Q2	$600K	Sell	14,772 -19,106	-56%	-$778K	0.54%	35
2023 Q1	$1.4M	Sell	33,878 -2,022	-6%	-$86.5K	1.24%	11
2022 Q4	$1.57M	Buy	35,900 +3,188	+10%	+$139K	1.53%	10
2022 Q3	$1.18M	Buy	32,712 +30,786	+1,598%	+$1.16M	1.13%	12
2022 Q2	$30.3K	Sell	1,926 -34,358	-95%	-$1.38M	0.02%	357
2022 Q1	$1.41M	Buy	+36,284	New	+$1.26M	0.87%	17
2021 Q2	$855K	Buy	+31,742	New	+$825K	0.37%	51

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Castleview Partners's XLE Position: Q2 2026 in Review

Castleview Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q2 2026, buying an estimated $49.6K and bringing the position to 7,489 shares worth $398K. The position accounts for 0.17% of the portfolio, ranked #135.

Castleview Partners first reported a position in XLE in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q4 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Castleview Partners held 7,489 shares of State Street Energy Select Sector SPDR ETF worth $398K as of Q2 2026.
Castleview Partners bought 867 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $49.6K.
State Street Energy Select Sector SPDR ETF made up 0.17% of Castleview Partners's portfolio in Q2 2026, its #135 holding.
Castleview Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
Castleview Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.57M in Q4 2022.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.