Clearstead Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.74M | Buy |
32,689
+452
| +1% | +$25.8K | 0.02% | 410 |
|
|
2026
Q1 | $1.97M | Buy |
32,237
+2,549
| +9% | +$137K | 0.02% | 369 |
|
|
2025
Q4 | $1.33M | Buy |
29,688
+218
| +0.7% | +$9.71K | 0.02% | 408 |
|
|
2025
Q3 | $1.32M | Sell |
29,470
-6,190
| -17% | -$271K | 0.02% | 391 |
|
|
2025
Q2 | $1.51M | Buy |
35,660
+6,974
| +24% | +$290K | 0.02% | 364 |
|
|
2025
Q1 | $1.34M | Sell |
28,686
-560
| -2% | -$25.2K | 0.02% | 358 |
|
|
2024
Q4 | $1.25M | Buy |
29,246
+5,464
| +23% | +$248K | 0.02% | 367 |
|
|
2024
Q3 | $1.04M | Sell |
23,782
-2,648
| -10% | -$118K | 0.02% | 410 |
|
|
2024
Q2 | $1.2M | Buy |
26,430
+11,800
| +81% | +$550K | 0.02% | 352 |
|
|
2024
Q1 | $685K | Sell |
14,630
-846
| -5% | -$36.3K | 0.03% | 273 |
|
|
2023
Q4 | $649K | Sell |
15,476
-12,316
| -44% | -$527K | 0.03% | 279 |
|
|
2023
Q3 | $1.26M | Buy |
27,792
+12,756
| +85% | +$558K | 0.04% | 270 |
|
|
2023
Q2 | $610K | Buy |
15,036
+2,392
| +19% | +$97.4K | 0.04% | 268 |
|
|
2023
Q1 | $524K | Sell |
12,644
-312
| -2% | -$13.3K | 0.04% | 251 |
|
|
2022
Q4 | $567K | Buy |
12,956
+852
| +7% | +$37.1K | 0.04% | 240 |
|
|
2022
Q3 | $436K | Buy |
12,104
+9,838
| +434% | +$372K | 0.04% | 245 |
|
|
2022
Q2 | $81K | Sell |
2,266
-554
| -20% | -$22.2K | 0.01% | 529 |
|
|
2022
Q1 | $108K | Hold |
2,820
| – | – | 0.01% | 532 |
|
|
2021
Q4 | $78K | Sell |
2,820
-840
| -23% | -$23.7K | 0.01% | 583 |
|
|
2021
Q3 | $95K | Buy |
3,660
+1,930
| +112% | +$47.8K | 0.01% | 491 |
|
|
2021
Q2 | $47K | Sell |
1,730
-1,048
| -38% | -$27.3K | ﹤0.01% | 569 |
|
|
2021
Q1 | $68K | Buy |
2,778
+406
| +17% | +$9.37K | 0.01% | 501 |
|
|
2020
Q4 | $45K | Buy |
2,372
+1,726
| +267% | +$29.7K | ﹤0.01% | 523 |
|
|
2020
Q3 | $10K | Sell |
646
-4,094
| -86% | -$72.7K | ﹤0.01% | 671 |
|
|
2020
Q2 | $90K | Sell |
4,740
-860
| -15% | -$16K | 0.01% | 366 |
|
|
2020
Q1 | $81K | Buy |
+5,600
| New | +$133K | 0.01% | 353 |
|
|
2019
Q3 | – | Sell |
-9,126
| Closed | -$291K | – | 277 |
|
|
2019
Q2 | $291K | Hold |
9,126
| – | – | 0.04% | 222 |
|
|
2019
Q1 | $302K | Hold |
9,126
| – | – | 0.04% | 211 |
|
|
2018
Q4 | $262K | Sell |
9,126
-5,364
| -37% | -$179K | 0.04% | 213 |
|
|
2018
Q3 | $549K | Hold |
14,490
| – | – | 0.08% | 142 |
|
|
2018
Q2 | $550K | Buy |
14,490
+200
| +1% | +$7.43K | 0.08% | 137 |
|
|
2018
Q1 | $482K | Sell |
14,290
-1,238
| -8% | -$43.8K | 0.07% | 141 |
|
|
2017
Q4 | $561K | Buy |
+15,528
| New | +$535K | 0.08% | 135 |
|
Other funds holding XLE
Clearstead Advisors's XLE Position: Q2 2026 in Review
Clearstead Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q2 2026, buying an estimated $25.8K and bringing the position to 32,689 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #410.
Clearstead Advisors first reported a position in XLE in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.97M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Clearstead Advisors held 32,689 shares of State Street Energy Select Sector SPDR ETF worth $1.74M as of Q2 2026.
- Clearstead Advisors bought 452 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $25.8K.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #410 holding.
- Clearstead Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
- Clearstead Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.97M in Q1 2026.
- 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.