Clifford Swan Investment Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clifford Swan Investment Counsel’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	$309K	Hold	5,042	–	–	0.01%	263
2025 Q4	$225K	Sell	5,042 -1,904	-27%	-$84.8K	0.01%	309
2025 Q3	$310K	Buy	6,946 +1,904	+38%	+$83.4K	0.01%	268
2025 Q2	$214K	Sell	5,042 -258	-5%	-$10.7K	0.01%	303
2025 Q1	$248K	Hold	5,300	–	–	0.01%	288
2024 Q4	$227K	Hold	5,300	–	–	0.01%	292
2024 Q3	$233K	Buy	5,300 +340	+7%	+$15.2K	0.01%	295
2024 Q2	$226K	Buy	4,960 +266	+6%	+$12.4K	0.01%	288
2024 Q1	$222K	Buy	+4,694	New	+$202K	0.01%	293
2023 Q4	–	Sell	-4,694	Closed	-$212K	–	306
2023 Q3	$212K	Buy	+4,694	New	+$205K	0.01%	287
2023 Q1	–	Sell	-5,990	Closed	-$262K	–	308
2022 Q4	$262K	Hold	5,990	–	–	0.01%	267
2022 Q3	$216K	Hold	5,990	–	–	0.01%	295
2022 Q2	$214K	Buy	5,990 +58	+1%	+$2.33K	0.01%	308
2022 Q1	$227K	Buy	+5,932	New	+$205K	0.01%	313
2016 Q1	–	Sell	-90,450	Closed	-$2.73M	–	278
2015 Q4	$2.73M	Buy	90,450 +63,370	+234%	+$2.09M	0.19%	101
2015 Q3	$829K	Buy	+27,080	New	+$913K	0.06%	152

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 $303B AUM 53.02% 1-Year Est. Return

MMH

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

Clifford Swan Investment Counsel's XLE Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 5,042 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #263.

Clifford Swan Investment Counsel first reported a position in XLE in Q3 2015 and has held it in 16 quarters since. The position peaked at $2.73M in Q4 2015. 2,107 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Clifford Swan Investment Counsel held 5,042 shares of State Street Energy Select Sector SPDR ETF worth $309K as of Q1 2026.
Clifford Swan Investment Counsel left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #263 holding.
Clifford Swan Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 16 quarters since.
Clifford Swan Investment Counsel's State Street Energy Select Sector SPDR ETF position peaked at $2.73M in Q4 2015.
2,107 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.