Clune & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clune & Associates’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	$744K	Sell	14,002 -1,545	-10%	-$88.3K	0.11%	95
2026 Q1	$952K	Sell	15,547 -559	-3%	-$30K	0.18%	91
2025 Q4	$720K	Buy	16,106 +216	+1%	+$9.62K	0.16%	101
2025 Q3	$710K	Buy	15,890 +1,890	+14%	+$82.7K	0.18%	97
2025 Q2	$594K	Buy	14,000 +6	+0%	+$250	0.16%	102
2025 Q1	$654K	Buy	13,994 +736	+6%	+$33.2K	0.2%	90
2024 Q4	$568K	Buy	+13,258	New	+$603K	0.19%	94

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Clune & Associates's XLE Position: Q2 2026 in Review

Clune & Associates reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.9% in Q2 2026, selling an estimated $88.3K and leaving 14,002 shares worth $744K. The position accounts for 0.11% of the portfolio, ranked #95.

Clune & Associates first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $952K in Q1 2026. 501 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Clune & Associates held 14,002 shares of State Street Energy Select Sector SPDR ETF worth $744K as of Q2 2026.
Clune & Associates sold 1,545 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $88.3K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Clune & Associates's portfolio in Q2 2026, its #95 holding.
Clune & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's State Street Energy Select Sector SPDR ETF position peaked at $952K in Q1 2026.
501 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.