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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

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

Clear Creek Financial Management's XLE Position: Q1 2026 in Review

Clear Creek Financial Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 582% in Q1 2026, buying an estimated $2.77M and bringing the position to 60,528 shares worth $3.71M. The position accounts for 0.28% of the portfolio, ranked #83.

Clear Creek Financial Management first reported a position in XLE in Q2 2020 and has held it in 19 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Clear Creek Financial Management held 60,528 shares of State Street Energy Select Sector SPDR ETF worth $3.71M as of Q1 2026.
Clear Creek Financial Management bought 51,649 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $2.77M.
State Street Energy Select Sector SPDR ETF made up 0.28% of Clear Creek Financial Management's portfolio in Q1 2026, its #83 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 19 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.