Certified Advisory Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Certified Advisory Corp’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	$2.9M	Sell	54,537 -7,575	-12%	-$433K	0.23%	99
2026 Q1	$3.81M	Sell	62,112 -361	-0.6%	-$19.4K	0.34%	81
2025 Q4	$2.79M	Sell	62,473 -10,035	-14%	-$447K	0.25%	95
2025 Q3	$3.24M	Sell	72,508 -11,528	-14%	-$505K	0.31%	84
2025 Q2	$3.56M	Buy	84,036 +1,242	+2%	+$51.7K	0.37%	75
2025 Q1	$3.87M	Sell	82,794 -4,590	-5%	-$207K	0.44%	66
2024 Q4	$3.74M	Sell	87,384 -1,548	-2%	-$70.3K	0.41%	71
2024 Q3	$3.9M	Buy	88,932 +1,180	+1%	+$52.7K	0.43%	65
2024 Q2	$4M	Sell	87,752 -7,540	-8%	-$351K	0.5%	60
2024 Q1	$4.5M	Sell	95,292 -7,286	-7%	-$313K	0.63%	53
2023 Q4	$4.3M	Sell	102,578 -4,716	-4%	-$202K	0.65%	50
2023 Q3	$4.85M	Sell	107,294 -60,080	-36%	-$2.63M	0.89%	27
2023 Q2	$6.79M	Sell	167,374 -3,158	-2%	-$129K	1.25%	19
2023 Q1	$7.06M	Buy	170,532 +15,592	+10%	+$667K	1.26%	20
2022 Q4	$6.78M	Buy	154,940 +21,604	+16%	+$940K	1.34%	17
2022 Q3	$4.8M	Buy	133,336 +8,008	+6%	+$303K	1.1%	23
2022 Q2	$4.48M	Buy	125,328 +10,018	+9%	+$402K	1%	26
2022 Q1	$4.41M	Buy	115,310 +82,162	+248%	+$2.85M	0.94%	27
2021 Q4	$920K	Buy	33,148 +156	+0.5%	+$4.41K	0.2%	117
2021 Q3	$859K	Sell	32,992 -6,058	-16%	-$150K	0.21%	114
2021 Q2	$1.05M	Buy	39,050 +516	+1%	+$13.4K	0.26%	95
2021 Q1	$945K	Buy	+38,534	New	+$889K	0.25%	92
2020 Q2	$1.04M	Sell	55,128 -1,550	-3%	-$28.8K	0.35%	71
2020 Q1	$824K	Buy	56,678 +5,236	+10%	+$124K	0.33%	77
2019 Q4	$1.54M	Sell	51,442 -2,054	-4%	-$60.9K	0.49%	48
2019 Q3	$1.58M	Sell	53,496 -688	-1%	-$20.8K	0.55%	42
2019 Q2	$1.73M	Sell	54,184 -3,320	-6%	-$106K	0.64%	34
2019 Q1	$1.9M	Sell	57,504 -200	-0.3%	-$6.42K	0.8%	29
2018 Q4	$1.66M	Sell	57,704 -4,846	-8%	-$162K	0.86%	23
2018 Q3	$2.37M	Buy	62,550 +3,348	+6%	+$126K	1.1%	19
2018 Q2	$2.25M	Buy	59,202 +5,404	+10%	+$201K	1.25%	14
2018 Q1	$1.81M	Buy	53,798 +41,294	+330%	+$1.46M	1.07%	20
2017 Q4	$451K	Buy	+12,504	New	+$430K	0.32%	68

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Certified Advisory Corp's XLE Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q2 2026, selling an estimated $433K and leaving 54,537 shares worth $2.9M. The position accounts for 0.23% of the portfolio, ranked #99.

Certified Advisory Corp first reported a position in XLE in Q4 2017 and has held it in 33 quarters since. The position peaked at $7.06M in Q1 2023. 758 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Certified Advisory Corp held 54,537 shares of State Street Energy Select Sector SPDR ETF worth $2.9M as of Q2 2026.
Certified Advisory Corp sold 7,575 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $433K.
State Street Energy Select Sector SPDR ETF made up 0.23% of Certified Advisory Corp's portfolio in Q2 2026, its #99 holding.
Certified Advisory Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's State Street Energy Select Sector SPDR ETF position peaked at $7.06M in Q1 2023.
758 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.