Commonwealth Equity Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Commonwealth Equity Services’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	$106M	Sell	1,736,203 -81,869	-5%	-$4.39M	0.15%	136
2025 Q4	$81.3M	Sell	1,818,072 -58,848	-3%	-$2.62M	0.11%	182
2025 Q3	$83.8M	Sell	1,876,920 -176,182	-9%	-$7.71M	0.11%	177
2025 Q2	$87.1M	Buy	2,053,102 +14,152	+0.7%	+$589K	0.12%	179
2025 Q1	$95.3M	Sell	2,038,950 -24,978	-1%	-$1.13M	0.13%	147
2024 Q4	$88.4M	Sell	2,063,928 -30,358	-1%	-$1.38M	0.13%	149
2024 Q3	$91.9M	Sell	2,094,286 -242,022	-10%	-$10.8M	0.14%	139
2024 Q2	$106M	Buy	2,336,308 +250,214	+12%	+$11.7M	0.17%	110
2024 Q1	$98.5M	Sell	2,086,094 -23,930	-1%	-$1.03M	0.16%	121
2023 Q4	$88.5M	Sell	2,110,024 -7,040	-0.3%	-$301K	0.16%	125
2023 Q3	$95.7M	Buy	2,117,064 +44,294	+2%	+$1.94M	0.2%	99
2023 Q2	$84.1M	Buy	2,072,770 +27,076	+1%	+$1.1M	0.17%	115
2023 Q1	$84.7K	Buy	2,045,694 +32,910	+2%	+$1.41M	0.18%	116
2022 Q4	$88M	Buy	2,012,784 +113,742	+6%	+$4.95M	0.21%	97
2022 Q3	$68.4M	Sell	1,899,042 -11,338	-0.6%	-$429K	0.18%	110
2022 Q2	$68.3M	Sell	1,910,380 -62,100	-3%	-$2.49M	0.18%	113
2022 Q1	$75.4M	Buy	1,972,480 +367,436	+23%	+$12.7M	0.17%	121
2021 Q4	$44.5M	Buy	1,605,044 +58,056	+4%	+$1.64M	0.1%	192
2021 Q3	$40.3M	Sell	1,546,988 -264,326	-15%	-$6.55M	0.1%	196
2021 Q2	$48.8M	Buy	1,811,314 +26,036	+1%	+$677K	0.12%	169
2021 Q1	$43.8M	Buy	1,785,278 +252,140	+16%	+$5.82M	0.12%	169
2020 Q4	$29.1M	Buy	1,533,138 +341,276	+29%	+$5.88M	0.09%	226
2020 Q3	$17.8M	Sell	1,191,862 -377,684	-24%	-$6.71M	0.06%	289
2020 Q2	$29.7M	Buy	1,569,546 +214,498	+16%	+$3.99M	0.11%	180
2020 Q1	$19.7M	Buy	1,355,048 +325,972	+32%	+$7.73M	0.09%	213
2019 Q4	$30.9M	Buy	1,029,076 +246,454	+31%	+$7.31M	0.12%	170
2019 Q3	$23.2M	Sell	782,622 -33,630	-4%	-$1.02M	0.1%	206
2019 Q2	$26M	Sell	816,252 -146,196	-15%	-$4.68M	0.11%	181
2019 Q1	$31.8M	Buy	962,448 +169,866	+21%	+$5.46M	0.15%	147
2018 Q4	$22.7M	Buy	792,582 +58,666	+8%	+$1.96M	0.12%	164
2018 Q3	$27.8M	Buy	733,916 +11,386	+2%	+$427K	0.13%	152
2018 Q2	$27.4M	Sell	722,530 -13,120	-2%	-$487K	0.14%	138
2018 Q1	$24.8M	Sell	735,650 -106,890	-13%	-$3.78M	0.13%	145
2017 Q4	$30.4M	Sell	842,540 -44,808	-5%	-$1.54M	0.17%	125
2017 Q3	$30.4M	Sell	887,348 -97,732	-10%	-$3.18M	0.18%	114
2017 Q2	$32M	Sell	985,080 -65,538	-6%	-$2.2M	0.2%	105
2017 Q1	$36.7M	Sell	1,050,618 -31,340	-3%	-$1.13M	0.25%	91
2016 Q4	$40.7M	Buy	1,081,958 +242,006	+29%	+$8.75M	0.3%	71
2016 Q3	$29.7M	Sell	839,952 -4,416	-0.5%	-$151K	0.24%	87
2016 Q2	$28.8M	Buy	844,368 +78,012	+10%	+$2.57M	0.24%	87
2016 Q1	$23.7M	Buy	766,356 +157,928	+26%	+$4.58M	0.21%	105
2015 Q4	$18.4M	Sell	608,428 -8,836	-1%	-$291K	0.17%	129
2015 Q3	$18.9M	Sell	617,264 -56,004	-8%	-$1.89M	0.2%	109
2015 Q2	$25.3M	Sell	673,268 -9,886	-1%	-$392K	0.25%	83
2015 Q1	$26.5M	Buy	683,154 +262,324	+62%	+$10.2M	0.28%	76
2014 Q4	$16.7M	Sell	420,830 -38,582	-8%	-$1.6M	0.19%	113
2014 Q3	$20.8M	Buy	459,412 +5,746	+1%	+$278K	0.25%	77
2014 Q2	$22.7M	Buy	453,666 +255,664	+129%	+$12.1M	0.28%	73
2014 Q1	$8.82M	Buy	198,002 +9,138	+5%	+$394K	0.12%	162
2013 Q4	$8.36M	Buy	188,864 +4,076	+2%	+$175K	0.12%	160
2013 Q3	$7.66M	Sell	184,788 -34,482	-16%	-$1.42M	0.12%	157
2013 Q2	$8.58M	Buy	+219,270	New	+$8.69M	0.15%	135

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 $235B AUM 32.99% 1-Year Est. Return

MMH

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

Commonwealth Equity Services's XLE Position: Q1 2026 in Review

Commonwealth Equity Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.5% in Q1 2026, selling an estimated $4.39M and leaving 1,736,203 shares worth $106M. The position accounts for 0.15% of the portfolio, ranked #136.

Commonwealth Equity Services first reported a position in XLE in Q2 2013 and has held it in 52 quarters since. The position peaked at $106M in Q2 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Commonwealth Equity Services held 1,736,203 shares of State Street Energy Select Sector SPDR ETF worth $106M as of Q1 2026.
Commonwealth Equity Services sold 81,869 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $4.39M.
State Street Energy Select Sector SPDR ETF made up 0.15% of Commonwealth Equity Services's portfolio in Q1 2026, its #136 holding.
Commonwealth Equity Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Commonwealth Equity Services's State Street Energy Select Sector SPDR ETF position peaked at $106M in Q2 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.