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

Chesley Taft & 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	–	Sell	-3,313	Closed	-$203K	–	388
2026 Q1	$203K	Buy	+3,313	New	+$178K	0.01%	365
2019 Q2	–	Sell	-9,000	Closed	-$298K	–	260
2019 Q1	$298K	Hold	9,000	–	–	0.02%	229
2018 Q4	$258K	Hold	9,000	–	–	0.02%	239
2018 Q3	$341K	Hold	9,000	–	–	0.03%	245
2018 Q2	$342K	Hold	9,000	–	–	0.03%	235
2018 Q1	$303K	Hold	9,000	–	–	0.03%	239
2017 Q4	$325K	Buy	9,000 +1,000	+13%	+$34.4K	0.03%	246
2017 Q3	$274K	Hold	8,000	–	–	0.02%	257
2017 Q2	$260K	Hold	8,000	–	–	0.02%	255
2017 Q1	$280K	Hold	8,000	–	–	0.03%	249
2016 Q4	$301K	Hold	8,000	–	–	0.03%	242
2016 Q3	$282K	Hold	8,000	–	–	0.03%	232
2016 Q2	$273K	Hold	8,000	–	–	0.03%	228
2016 Q1	$248K	Hold	8,000	–	–	0.03%	225
2015 Q4	$241K	Buy	+8,000	New	+$263K	0.03%	230

Other funds holding XLE

JMFC

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Chesley Taft & Associates's XLE Position: Q2 2026 in Review

Chesley Taft & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,313 shares — an estimated $203K sold.

Chesley Taft & Associates first reported a position in XLE in Q4 2015 and held it in 15 quarters. The position peaked at $342K in Q2 2018. 468 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Chesley Taft & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Chesley Taft & Associates sold 3,313 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $203K.
Chesley Taft & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 15 quarters.
Chesley Taft & Associates's State Street Energy Select Sector SPDR ETF position peaked at $342K in Q2 2018.
468 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.