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	$43.1K	Sell	8,800 -1,200	-12%	-$64.4K	﹤0.01%	4594
2025 Q4	$3.22K	Buy	10,000 +800	+9%	+$35.6K	﹤0.01%	4637
2025 Q3	$2.58K	Sell	9,200 -1,400	-13%	-$61.3K	﹤0.01%	4535
2025 Q2	$3.13K	Buy	10,600 +2,000	+23%	+$83.3K	﹤0.01%	4066
2025 Q1	$7.7K	Buy	8,600 +800	+10%	+$36.1K	﹤0.01%	3946
2024 Q4	$4.99K	Sell	7,800 -3,000	-28%	-$136K	﹤0.01%	3739
2024 Q3	$7.56K	Sell	10,800 -4,800	-31%	-$215K	﹤0.01%	3677
2024 Q2	$23.1K	Buy	+15,600	New	+$727K	﹤0.01%	3642

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.