City Center Advisors LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

City Center Advisors LLC’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	$1.31M	Buy	24,578 +4,609	+23%	+$264K	1.06%	17
2026 Q1	$1.22M	Buy	+19,969	New	+$1.07M	1.13%	16
2025 Q3	–	Sell	-13,166	Closed	-$558K	–	197
2025 Q2	$558K	Sell	13,166 -10,968	-45%	-$457K	0.6%	33
2025 Q1	$1.13M	Buy	24,134 +11,512	+91%	+$519K	1.32%	10
2024 Q4	$541K	Sell	12,622 -5,658	-31%	-$257K	0.61%	40
2024 Q3	$802K	Sell	18,280 -7,266	-28%	-$325K	0.89%	24
2024 Q2	$1.21M	Hold	25,546	–	–	1.42%	12
2024 Q1	$1.21M	Buy	+25,546	New	+$1.1M	1.42%	12

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

City Center Advisors LLC's XLE Position: Q2 2026 in Review

City Center Advisors LLC increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 23% in Q2 2026, buying an estimated $264K and bringing the position to 24,578 shares worth $1.31M. The position accounts for 1.06% of the portfolio, ranked #17.

City Center Advisors LLC first reported a position in XLE in Q1 2024 and has held it in 8 quarters since. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

City Center Advisors LLC held 24,578 shares of State Street Energy Select Sector SPDR ETF worth $1.31M as of Q2 2026.
City Center Advisors LLC bought 4,609 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $264K.
State Street Energy Select Sector SPDR ETF made up 1.06% of City Center Advisors LLC's portfolio in Q2 2026, its #17 holding.
City Center Advisors LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on City Center Advisors LLC's 13F filing for Q2 2026, filed 7 Jul 2026.