CMG Global Holdings’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

CMG Global Holdings’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 Q3	$3.58M	Buy	58,274 +494	+0.9%	+$29.9K	1.58%	16
2026 Q2	$3.07M	Sell	57,780 -138	-0.2%	-$7.89K	1.3%	23
2026 Q1	$3.55M	Sell	57,918 -56	-0.1%	-$3K	1.69%	15
2025 Q4	$3.06M	Sell	57,974 -12	-0%	-$534	1.36%	20
2025 Q3	$2.5M	Buy	57,986 +1,792	+3%	+$78.5K	1.22%	25
2025 Q2	$2.48M	Buy	56,194 +14,590	+35%	+$608K	1.3%	25
2025 Q1	$1.72M	Buy	41,604 +934	+2%	+$42.1K	1.12%	29
2024 Q4	$1.87M	Buy	40,670 +934	+2%	+$42.4K	1.03%	28
2024 Q3	$1.74M	Buy	+39,736	New	+$1.78M	0.98%	30

Other funds holding XLE

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

CMG Global Holdings's XLE Position: Q3 2026 in Review

CMG Global Holdings increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.85% in Q3 2026, buying an estimated $29.9K and bringing the position to 58,274 shares worth $3.58M. The position accounts for 1.58% of the portfolio, ranked #16.

CMG Global Holdings first reported a position in XLE in Q3 2024 and has held it in 9 quarters since. 1,659 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

CMG Global Holdings held 58,274 shares of State Street Energy Select Sector SPDR ETF worth $3.58M as of Q3 2026.
CMG Global Holdings bought 494 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $29.9K.
State Street Energy Select Sector SPDR ETF made up 1.58% of CMG Global Holdings's portfolio in Q3 2026, its #16 holding.
CMG Global Holdings first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
1,659 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on CMG Global Holdings's 13F filing for Q3 2026, filed 14 Oct 2026.