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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$532K Buy
+10,012
New +$572K 0.01% 231

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

CLA (CliftonLarsonAllen) Wealth Advisors's XLE Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 10,012 shares worth $532K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings.

2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 10,012 shares of State Street Energy Select Sector SPDR ETF worth $532K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.