CPA
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Cathy Pareto & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cathy Pareto & Associates’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 		$235K Buy
4,423
+285
+7% +$16.3K 0.14% 93
2026
Q1 		$254K Buy
+4,138
New +$222K 0.17% 88

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cathy Pareto & Associates's XLE Position: Q2 2026 in Review

Cathy Pareto & Associates increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.9% in Q2 2026, buying an estimated $16.3K and bringing the position to 4,423 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #93.

Cathy Pareto & Associates first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $254K in Q1 2026. 560 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Cathy Pareto & Associates held 4,423 shares of State Street Energy Select Sector SPDR ETF worth $235K as of Q2 2026.
  • Cathy Pareto & Associates bought 285 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $16.3K.
  • State Street Energy Select Sector SPDR ETF made up 0.14% of Cathy Pareto & Associates's portfolio in Q2 2026, its #93 holding.
  • Cathy Pareto & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Cathy Pareto & Associates's State Street Energy Select Sector SPDR ETF position peaked at $254K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.