CIBC Private Wealth Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

CIBC Private Wealth 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
2025 Q4	$2.19M	Buy	49,074 +5,316	+12%	+$237K	﹤0.01%	556
2025 Q3	$1.95M	Sell	43,758 -362	-0.8%	-$15.8K	﹤0.01%	571
2025 Q2	$1.87M	Sell	44,120 -1,250	-3%	-$52.1K	﹤0.01%	563
2025 Q1	$1.73M	Sell	45,370 -3,884	-8%	-$175K	﹤0.01%	562
2024 Q4	$2.17M	Sell	49,254 -4,134	-8%	-$188K	﹤0.01%	554
2024 Q3	$2.34M	Sell	53,388 -3,148	-6%	-$141K	﹤0.01%	539
2024 Q2	$2.53M	Buy	56,536 +1,084	+2%	+$50.5K	﹤0.01%	504
2024 Q1	$2.64M	Sell	55,452 -17,220	-24%	-$740K	0.01%	494
2023 Q4	$3.05M	Buy	72,672 +38,510	+113%	+$1.65M	0.01%	453
2023 Q3	$1.54M	Sell	34,162 -2,550	-7%	-$112K	﹤0.01%	540
2023 Q2	$1.49M	Buy	36,712 +16,250	+79%	+$662K	﹤0.01%	534
2023 Q1	$847K	Buy	20,462 +4,054	+25%	+$173K	﹤0.01%	633
2022 Q4	$482K	Buy	16,408 +522	+3%	+$22.7K	﹤0.01%	618
2022 Q3	$572K	Sell	15,886 -1,314	-8%	-$49.7K	﹤0.01%	682
2022 Q2	$615K	Sell	17,200 -20,168	-54%	-$809K	﹤0.01%	671
2022 Q1	$1.43M	Sell	37,368 -16,328	-30%	-$566K	﹤0.01%	577
2021 Q4	$1.49M	Buy	53,696 +26,446	+97%	+$747K	﹤0.01%	566
2021 Q3	$710K	Sell	27,250 -33,692	-55%	-$835K	﹤0.01%	671
2021 Q2	$1.64M	Sell	60,942 -28,574	-32%	-$743K	﹤0.01%	565
2021 Q1	$2.2M	Buy	+89,516	New	+$2.07M	0.01%	527
2020 Q2	–	Sell	-29,646	Closed	-$430K	–	830
2020 Q1	$430K	Sell	29,646 -6,970	-19%	-$165K	﹤0.01%	660
2019 Q4	$1.1M	Buy	36,616 +29,194	+393%	+$866K	﹤0.01%	565
2019 Q3	$220K	Buy	7,422 +98	+1%	+$2.96K	﹤0.01%	849
2019 Q2	$233K	Sell	7,324 -14,880	-67%	-$476K	﹤0.01%	865
2019 Q1	$734K	Sell	22,204 -24,600	-53%	-$790K	﹤0.01%	649
2018 Q4	$1.34M	Sell	46,804 -14,918	-24%	-$499K	0.01%	514
2018 Q3	$2.34M	Sell	61,722 -4,844	-7%	-$182K	0.01%	472
2018 Q2	$2.53M	Sell	66,566 -32,788	-33%	-$1.22M	0.01%	448
2018 Q1	$3.35M	Buy	99,354 +64,856	+188%	+$2.3M	0.01%	413
2017 Q4	$1.25M	Buy	34,498 +2,514	+8%	+$86.5K	0.01%	610
2017 Q3	$1.09M	Buy	31,984 +3,690	+13%	+$120K	0.01%	619
2017 Q2	$919K	Sell	28,294 -930	-3%	-$31.3K	0.01%	479
2017 Q1	$1.02M	Sell	29,224 -4,192	-13%	-$152K	0.01%	445
2016 Q4	$1.26M	Sell	33,416 -5,714	-15%	-$207K	0.01%	433
2016 Q3	$1.38M	Sell	39,130 -8,862	-18%	-$304K	0.01%	411
2016 Q2	$1.64M	Buy	47,992 +6	+0%	+$198	0.01%	383
2016 Q1	$1.48M	Sell	47,986 -285,418	-86%	-$8.28M	0.01%	387
2015 Q4	$10.1M	Buy	+333,404	New	+$11M	0.08%	195
2015 Q3	–	Sell	-30,316	Closed	-$1.14M	–	619
2015 Q2	$1.14M	Buy	30,316 +1,040	+4%	+$41.3K	0.01%	449
2015 Q1	$1.14M	Sell	29,276 -6,656	-19%	-$258K	0.01%	450
2014 Q4	$1.42M	Buy	+35,932	New	+$1.49M	0.01%	422

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

CIBC Private Wealth Group's XLE Position: Q4 2025 in Review

CIBC Private Wealth Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q4 2025, buying an estimated $237K and bringing the position to 49,074 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #556.

CIBC Private Wealth Group first reported a position in XLE in Q4 2014 and has held it in 41 quarters since. The position peaked at $10.1M in Q4 2015. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

CIBC Private Wealth Group held 49,074 shares of State Street Energy Select Sector SPDR ETF worth $2.19M as of Q4 2025.
CIBC Private Wealth Group bought 5,316 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $237K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #556 holding.
CIBC Private Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 41 quarters since.
CIBC Private Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $10.1M in Q4 2015.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.