CFS Investment Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

CFS Investment Advisory Services’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	$307K	Buy	+5,771	New	+$330K	0.02%	315
2023 Q1	–	Sell	-13,032	Closed	-$570K	–	148
2022 Q4	$570K	Sell	13,032 -1,163,466	-99%	-$50.6M	0.13%	82
2022 Q3	$588K	Buy	1,176,498 +1,108,176	+1,622%	+$41.9M	0.14%	85
2022 Q2	$2.44M	Sell	68,322 -9,350,004	-99%	-$375M	0.37%	53
2022 Q1	$62K	Buy	9,418,326 +9,310,194	+8,610%	+$322M	0.27%	53
2021 Q4	$3.56M	Sell	108,132 -52,312	-33%	-$1.48M	0.48%	40
2021 Q3	$4.18M	Buy	+160,444	New	+$3.97M	0.57%	36

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CFS Investment Advisory Services's XLE Position: Q2 2026 in Review

CFS Investment Advisory Services opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,771 shares worth $307K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings. This is a return to the name: CFS Investment Advisory Services previously reported a position in XLE as recently as Q4 2022.

CFS Investment Advisory Services first reported a position in XLE in Q3 2021 and has held it in 7 quarters since. The position peaked at $4.18M in Q3 2021. 624 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

CFS Investment Advisory Services held 5,771 shares of State Street Energy Select Sector SPDR ETF worth $307K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new CFS Investment Advisory Services position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #315 holding.
CFS Investment Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 7 quarters since.
CFS Investment Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $4.18M in Q3 2021.
624 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.