Cauble & Harre Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cauble & Harre Wealth Management’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	$3.73M	Buy	70,238 +1,226	+2%	+$70.1K	2.99%	10
2026 Q1	$3.97M	Sell	69,012 -9,693	-12%	-$520K	3.16%	10
2025 Q4	$3.52M	Buy	+78,705	New	+$3.5M	2.95%	10

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

Cauble & Harre Wealth Management's XLE Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q2 2026, buying an estimated $70.1K and bringing the position to 70,238 shares worth $3.73M. The position accounts for 2.99% of the portfolio, ranked #10.

Cauble & Harre Wealth Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.97M in Q1 2026. 2,032 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cauble & Harre Wealth Management held 70,238 shares of State Street Energy Select Sector SPDR ETF worth $3.73M as of Q2 2026.
Cauble & Harre Wealth Management bought 1,226 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $70.1K.
State Street Energy Select Sector SPDR ETF made up 2.99% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #10 holding.
Cauble & Harre Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Cauble & Harre Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $3.97M in Q1 2026.
2,032 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.