Commonwealth Equity Services’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
Q3 | $98.6M | Sell |
1,603,079
-62,064
| -4% | -$3.76M | 0.13% | 154 |
|
|
2026
Q2 | $88.4M | Sell |
1,665,143
-71,060
| -4% | -$4.06M | 0.11% | 188 |
|
|
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 | $84.7M | 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
Commonwealth Equity Services's XLE Position: Q3 2026 in Review
Commonwealth Equity Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.7% in Q3 2026, selling an estimated $3.76M and leaving 1,603,079 shares worth $98.6M. The position accounts for 0.13% of the portfolio, ranked #154.
Commonwealth Equity Services first reported a position in XLE in Q2 2013 and has held it in 54 quarters since. The position peaked at $106M in Q2 2024. 987 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Commonwealth Equity Services held 1,603,079 shares of State Street Energy Select Sector SPDR ETF worth $98.6M as of Q3 2026.
- Commonwealth Equity Services sold 62,064 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $3.76M.
- State Street Energy Select Sector SPDR ETF made up 0.13% of Commonwealth Equity Services's portfolio in Q3 2026, its #154 holding.
- Commonwealth Equity Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 54 quarters since.
- Commonwealth Equity Services's State Street Energy Select Sector SPDR ETF position peaked at $106M in Q2 2024.
- 987 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.