Cetera Investment Advisers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cetera Investment Advisers’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 Q1	$150M	Sell	2,450,864 -14,027	-0.6%	-$752K	0.16%	110
2025 Q4	$110M	Buy	2,464,891 +86,131	+4%	+$3.84M	0.12%	156
2025 Q3	$106M	Buy	2,378,760 +546,524	+30%	+$23.9M	0.12%	149
2025 Q2	$77.7M	Sell	1,832,236 -77,132	-4%	-$3.21M	0.13%	157
2025 Q1	$89.2M	Buy	1,909,368 +79,002	+4%	+$3.56M	0.17%	113
2024 Q4	$78.4M	Sell	1,830,366 -72,406	-4%	-$3.29M	0.16%	123
2024 Q3	$83.5M	Buy	1,902,772 +17,358	+0.9%	+$776K	0.18%	110
2024 Q2	$85.9M	Buy	1,885,414 +16,330	+0.9%	+$761K	0.2%	98
2024 Q1	$88.2M	Buy	1,869,084 +1,369,296	+274%	+$58.8M	0.21%	99
2023 Q4	$21M	Buy	499,788 +492	+0.1%	+$21K	0.17%	118
2023 Q3	$22.6M	Buy	499,296 +31,040	+7%	+$1.36M	0.19%	96
2023 Q2	$19M	Sell	468,256 -49,770	-10%	-$2.03M	0.16%	122
2023 Q1	$21.5M	Buy	518,026 +13,048	+3%	+$558K	0.19%	103
2022 Q4	$22.1M	Sell	504,978 -6,894	-1%	-$300K	0.2%	96
2022 Q3	$18.4M	Sell	511,872 -24,852	-5%	-$940K	0.37%	51
2022 Q2	$19.2M	Sell	536,724 -121,258	-18%	-$4.86M	0.31%	64
2022 Q1	$25.1M	Buy	657,982 +144,494	+28%	+$5M	0.36%	49
2021 Q4	$14.2M	Buy	513,488 +24,394	+5%	+$689K	0.2%	104
2021 Q3	$12.7M	Sell	489,094 -182,998	-27%	-$4.53M	0.2%	108
2021 Q2	$18.1M	Buy	672,092 +232,472	+53%	+$6.05M	0.29%	72
2021 Q1	$10.8M	Buy	439,620 +195,842	+80%	+$4.52M	0.21%	101
2020 Q4	$4.62M	Buy	243,778 +173,828	+249%	+$3M	0.09%	242
2020 Q3	$1.05M	Buy	69,950 +1,178	+2%	+$20.9K	0.09%	255
2020 Q2	$1.3M	Buy	68,772 +5,068	+8%	+$94.2K	0.12%	197
2020 Q1	$926K	Buy	63,704 +41,066	+181%	+$974K	0.11%	203
2019 Q4	$682K	Sell	22,638 -86	-0.4%	-$2.55K	0.07%	278
2019 Q3	$674K	Sell	22,724 -6,890	-23%	-$208K	0.08%	255
2019 Q2	$940K	Sell	29,614 -1,360	-4%	-$43.5K	0.12%	185
2019 Q1	$1.03M	Sell	30,974 -37,970	-55%	-$1.22M	0.14%	165
2018 Q4	$1.97M	Buy	68,944 +39,548	+135%	+$1.32M	0.32%	88
2018 Q3	$1.11M	Buy	29,396 +1,024	+4%	+$38.4K	0.16%	151
2018 Q2	$1.08M	Sell	28,372 -11,486	-29%	-$427K	0.19%	138
2018 Q1	$1.34M	Buy	39,858 +3,544	+10%	+$125K	0.25%	112
2017 Q4	$1.31M	Buy	36,314 +6,532	+22%	+$225K	0.24%	112
2017 Q3	$1.02M	Buy	29,782 +7,224	+32%	+$235K	0.23%	117
2017 Q2	$726K	Sell	22,558 -3,786	-14%	-$127K	0.18%	155
2017 Q1	$925K	Buy	26,344 +2,542	+11%	+$91.9K	0.26%	110
2016 Q4	$905K	Buy	23,802 +10,390	+77%	+$376K	0.3%	92
2016 Q3	$475K	Buy	13,412 +1,608	+14%	+$55.1K	0.2%	134
2016 Q2	$405K	Sell	11,804 -770	-6%	-$25.4K	0.16%	171
2016 Q1	$391K	Buy	12,574 +4,588	+57%	+$133K	0.17%	151
2015 Q4	$242K	Buy	+7,986	New	+$263K	0.11%	216

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Cetera Investment Advisers's XLE Position: Q1 2026 in Review

Cetera Investment Advisers reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.57% in Q1 2026, selling an estimated $752K and leaving 2,450,864 shares worth $150M. The position accounts for 0.16% of the portfolio, ranked #110.

Cetera Investment Advisers first reported a position in XLE in Q4 2015 and has held it in 42 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cetera Investment Advisers held 2,450,864 shares of State Street Energy Select Sector SPDR ETF worth $150M as of Q1 2026.
Cetera Investment Advisers sold 14,027 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $752K.
State Street Energy Select Sector SPDR ETF made up 0.16% of Cetera Investment Advisers's portfolio in Q1 2026, its #110 holding.
Cetera Investment Advisers first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.