Clear Creek Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clear Creek Financial Management’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	$830K	Sell	15,622 -44,906	-74%	-$2.57M	0.05%	301
2026 Q1	$3.71M	Buy	60,528 +51,649	+582%	+$2.77M	0.28%	83
2025 Q4	$397K	Sell	8,879 -19	-0.2%	-$846	0.03%	435
2025 Q3	$397K	Buy	8,898 +14	+0.2%	+$613	0.03%	411
2025 Q2	$377K	Sell	8,884 -35,878	-80%	-$1.49M	0.04%	397
2025 Q1	$2.09M	Buy	44,762 +972	+2%	+$43.8K	0.22%	99
2024 Q4	$1.88M	Buy	+43,790	New	+$1.99M	0.2%	109
2024 Q2	–	Sell	-22,556	Closed	-$1.06M	–	462
2024 Q1	$1.06M	Buy	22,556 +11,858	+111%	+$509K	0.14%	139
2023 Q4	$453K	Buy	+10,698	New	+$457K	0.07%	207
2023 Q3	–	Sell	-7,012	Closed	-$285K	–	347
2023 Q2	$285K	Buy	7,012 +58	+0.8%	+$2.36K	0.05%	253
2023 Q1	$288K	Sell	6,954 -860	-11%	-$36.8K	0.05%	229
2022 Q4	$342K	Sell	7,814 -2,276	-23%	-$99.1K	0.08%	193
2022 Q3	$363K	Sell	10,090 -17,512	-63%	-$662K	0.08%	173
2022 Q2	$987K	Sell	27,602 -37,122	-57%	-$1.49M	0.21%	90
2022 Q1	$2.47M	Sell	64,724 -13,830	-18%	-$479K	0.39%	69
2021 Q4	$2.18M	Sell	78,554 -1,228	-2%	-$34.7K	0.33%	76
2021 Q3	$2.08M	Buy	79,782 +2,526	+3%	+$62.6K	0.33%	77
2021 Q2	$2.08M	Buy	+77,256	New	+$2.01M	0.32%	86
2021 Q1	–	Sell	-100,738	Closed	-$1.91M	–	273
2020 Q4	$1.91M	Buy	+100,738	New	+$1.74M	0.37%	59
2020 Q3	–	Sell	-49,410	Closed	-$935K	–	267
2020 Q2	$935K	Buy	+49,410	New	+$919K	0.24%	69

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 22.9% 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

Clear Creek Financial Management's XLE Position: Q2 2026 in Review

Clear Creek Financial Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 74% in Q2 2026, selling an estimated $2.57M and leaving 15,622 shares worth $830K. The position accounts for 0.05% of the portfolio, ranked #301.

Clear Creek Financial Management first reported a position in XLE in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.71M in Q1 2026. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Clear Creek Financial Management held 15,622 shares of State Street Energy Select Sector SPDR ETF worth $830K as of Q2 2026.
Clear Creek Financial Management sold 44,906 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.57M.
State Street Energy Select Sector SPDR ETF made up 0.05% of Clear Creek Financial Management's portfolio in Q2 2026, its #301 holding.
Clear Creek Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 20 quarters since.
Clear Creek Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $3.71M in Q1 2026.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.