Cavalier Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cavalier Investments’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	$10.6M	Sell	200,000 -300,000	-60%	-$17.2M	0.44%	26
2026 Q1	$30.6M	Buy	+500,000	New	+$26.8M	0.83%	13

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

Cavalier Investments's XLE Position: Q4 2024 in Review

Cavalier Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 125,012 shares — an estimated $5.49M sold.

Cavalier Investments first reported a position in XLE in Q2 2016 and held it in 27 quarters. The position peaked at $17.4M in Q2 2018. 1,887 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Cavalier Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Cavalier Investments sold 125,012 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $5.49M.
Cavalier Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and held it in 27 quarters.
Cavalier Investments's State Street Energy Select Sector SPDR ETF position peaked at $17.4M in Q2 2018.
1,887 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.