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Chatterton & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Chatterton & Associates’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 		$641K Buy
11,700
+923
+9% +$52.8K 0.38% 51
2026
Q1 		$618K Buy
10,777
+4,590
+74% +$246K 0.43% 50
2025
Q4 		$277K Buy
+6,187
New +$276K 0.24% 64

Other funds holding XLE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Chatterton & Associates's XLE Position: Q2 2026 in Review

Chatterton & Associates increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.6% in Q2 2026, buying an estimated $52.8K and bringing the position to 11,700 shares worth $641K. The position accounts for 0.38% of the portfolio, ranked #51.

Chatterton & Associates first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 1,268 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Chatterton & Associates held 11,700 shares of State Street Energy Select Sector SPDR ETF worth $641K as of Q2 2026.
  • Chatterton & Associates bought 923 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $52.8K.
  • State Street Energy Select Sector SPDR ETF made up 0.38% of Chatterton & Associates's portfolio in Q2 2026, its #51 holding.
  • Chatterton & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,268 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.