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Chicago Partners Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Chicago Partners Investment Group’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 		$1.11M Sell
18,686
-2,168
-10% -$124K 0.02% 605
2026
Q1 		$1.18M Sell
20,854
-165
-0.8% -$8.85K 0.03% 483
2025
Q4 		$1.03M Sell
21,019
-1,783
-8% -$79.4K 0.03% 460
2025
Q3 		$996K Sell
22,802
-842
-4% -$36.9K 0.03% 433
2025
Q2 		$1.03M Sell
23,644
-5,646
-19% -$235K 0.03% 392
2025
Q1 		$1.18M Sell
29,290
-1,610
-5% -$72.6K 0.04% 334
2024
Q4 		$1.36M Buy
30,900
+672
+2% +$30.5K 0.05% 289
2024
Q3 		$1.36M Sell
30,228
-196
-0.6% -$8.76K 0.05% 279
2024
Q2 		$1.41M Buy
30,424
+1,836
+6% +$85.5K 0.05% 268
2024
Q1 		$1.37M Buy
28,588
+1,462
+5% +$62.8K 0.06% 260
2023
Q4 		$1.11M Buy
27,126
+1,012
+4% +$43.3K 0.05% 285
2023
Q3 		$1.16M Buy
26,114
+502
+2% +$22K 0.06% 263
2023
Q2 		$1.1M Buy
25,612
+1,472
+6% +$60K 0.06% 281
2023
Q1 		$1.04M Buy
24,140
+344
+1% +$14.7K 0.06% 265
2022
Q4 		$1.05M Sell
23,796
-1,114
-4% -$48.5K 0.06% 261
2022
Q3 		$1.16M Buy
24,910
+5,342
+27% +$202K 0.08% 218
2022
Q2 		$767K Sell
19,568
-162
-0.8% -$6.5K 0.06% 265
2022
Q1 		$806K Buy
19,730
+362
+2% +$12.5K 0.06% 236
2021
Q4 		$666K Buy
19,368
+106
+0.6% +$3K 0.05% 289
2021
Q3 		$556K Buy
19,262
+1,416
+8% +$35.1K 0.04% 315
2021
Q2 		$444K Buy
17,846
+1,000
+6% +$26K 0.03% 344
2021
Q1 		$403K Buy
16,846
+3,586
+27% +$82.7K 0.03% 338
2020
Q4 		$279K Buy
+13,260
New +$229K 0.03% 381
2017
Q3 		– Sell
-1,000
Closed -$38K – 981
2017
Q2 		$38K Buy
+1,000
New +$33.6K 0.01% 428
2017
Q1 		– Sell
-3,100
Closed -$117K – 604
2016
Q4 		$117K Hold
3,100
– – 0.04% 214
2016
Q3 		$109K Buy
+3,100
New +$106K 0.04% 225
2016
Q1 		– Sell
-5,682
Closed -$171K – 488
2015
Q4 		$171K Buy
+5,682
New +$187K 0.08% 172
2015
Q1 		– Sell
-330
Closed -$13K – 527
2014
Q4 		$13K Buy
+330
New +$13.7K 0.01% 342

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Chicago Partners Investment Group's XLE Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q2 2026, selling an estimated $124K and leaving 18,686 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #605.

Chicago Partners Investment Group first reported a position in XLE in Q4 2014 and has held it in 28 quarters since. The position peaked at $1.41M in Q2 2024. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Chicago Partners Investment Group held 18,686 shares of State Street Energy Select Sector SPDR ETF worth $1.11M as of Q2 2026.
  • Chicago Partners Investment Group sold 2,168 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $124K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #605 holding.
  • Chicago Partners Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 28 quarters since.
  • Chicago Partners Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $1.41M in Q2 2024.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.