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Coastwise Capital Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Coastwise Capital Group’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 		$334K Sell
6,289
-51
-0.8% -$2.92K 0.19% 104
2026
Q1 		$388K Sell
6,340
-284
-4% -$15.2K 0.22% 88
2025
Q4 		$296K Buy
6,624
+224
+4% +$9.97K 0.15% 122
2025
Q3 		$286K Buy
6,400
+36
+0.6% +$1.58K 0.2% 101
2025
Q2 		$270K Buy
6,364
+42
+0.7% +$1.75K 0.21% 103
2025
Q1 		$295K Sell
6,322
-558
-8% -$25.2K 0.25% 93
2024
Q4 		$295K Buy
6,880
+940
+16% +$42.7K 0.24% 96
2024
Q3 		$261K Buy
5,940
+1,204
+25% +$53.8K 0.21% 106
2024
Q2 		$216K Sell
4,736
-60
-1% -$2.79K 0.21% 104
2024
Q1 		$226K Sell
4,796
-22
-0.5% -$945 0.21% 109
2023
Q4 		$202K Sell
4,818
-1,394
-22% -$59.6K 0.21% 111
2023
Q3 		$281K Sell
6,212
-226
-4% -$9.89K 0.32% 84
2023
Q2 		$261K Buy
6,438
+608
+10% +$24.8K 0.3% 90
2023
Q1 		$241K Buy
5,830
+970
+20% +$41.5K 0.28% 94
2022
Q4 		$213K Sell
4,860
-4,668
-49% -$203K 0.25% 98
2022
Q3 		$343K Sell
9,528
-1,802
-16% -$68.1K 0.54% 62
2022
Q2 		$405K Sell
11,330
-938
-8% -$37.6K 0.49% 61
2022
Q1 		$469K Buy
+12,268
New +$425K 0.58% 54

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

Coastwise Capital Group's XLE Position: Q2 2026 in Review

Coastwise Capital Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.8% in Q2 2026, selling an estimated $2.92K and leaving 6,289 shares worth $334K. The position accounts for 0.19% of the portfolio, ranked #104.

Coastwise Capital Group first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $469K in Q1 2022. 497 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Coastwise Capital Group held 6,289 shares of State Street Energy Select Sector SPDR ETF worth $334K as of Q2 2026.
  • Coastwise Capital Group sold 51 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.92K.
  • State Street Energy Select Sector SPDR ETF made up 0.19% of Coastwise Capital Group's portfolio in Q2 2026, its #104 holding.
  • Coastwise Capital Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's State Street Energy Select Sector SPDR ETF position peaked at $469K in Q1 2022.
  • 497 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.