COFG 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
$634K Buy
11,929
+3,098
+35% +$177K 0.11% 127
2026
Q1
$541K Buy
8,831
+760
+9% +$40.8K 0.13% 109
2025
Q4
$361K Buy
+8,071
New +$359K 0.09% 146

Other funds holding XLE

COFG Advisors's XLE Position: Q2 2026 in Review

COFG Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 35% in Q2 2026, buying an estimated $177K and bringing the position to 11,929 shares worth $634K. The position accounts for 0.11% of the portfolio, ranked #127.

COFG Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • COFG Advisors held 11,929 shares of State Street Energy Select Sector SPDR ETF worth $634K as of Q2 2026.
  • COFG Advisors bought 3,098 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $177K.
  • State Street Energy Select Sector SPDR ETF made up 0.11% of COFG Advisors's portfolio in Q2 2026, its #127 holding.
  • COFG Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.