Clayton Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clayton Financial 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	–	Sell	-341	Closed	-$20.9K	–	578
2026 Q1	$20.9K	Sell	341 -109	-24%	-$5.85K	0.01%	188
2025 Q4	$20.1K	Buy	+450	New	+$20K	0.01%	184
2025 Q2	–	Sell	-17,960	Closed	-$839K	–	116
2025 Q1	$839K	Buy	17,960 +134	+0.8%	+$6.04K	0.31%	50
2024 Q4	$763K	Buy	17,826 +148	+0.8%	+$6.73K	0.28%	53
2024 Q3	$776K	Buy	17,678 +282	+2%	+$12.6K	0.29%	53
2024 Q2	$821K	Hold	17,396	–	–	0.36%	46
2024 Q1	$821K	Buy	+17,396	New	+$747K	0.37%	46

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Clayton Financial Group's XLE Position: Q2 2026 in Review

Clayton Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 341 shares — an estimated $20.9K sold.

Clayton Financial Group first reported a position in XLE in Q1 2024 and held it in 7 quarters. The position peaked at $839K in Q1 2025. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Clayton Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 341 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $20.9K.
Clayton Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Clayton Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $839K in Q1 2025.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.