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

Commonwealth Financial 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
Q2 		$538K Buy
11,068
+1,389
+14% +$79.4K 0.07% 139
2026
Q1 		$593K Buy
9,679
+226
+2% +$12.1K 0.09% 112
2025
Q4 		$423K Sell
9,453
-1
-0% -$45 0.07% 137
2025
Q3 		$422K Buy
9,454
+4,200
+80% +$184K 0.07% 131
2025
Q2 		$223K Buy
5,254
+462
+10% +$19.2K 0.04% 189
2025
Q1 		$224K Buy
+4,792
New +$216K 0.05% 180
2024
Q4 		– Sell
-5,158
Closed -$232K – 201
2024
Q3 		$232K Buy
5,158
+10
+0.2% +$447 0.05% 178
2024
Q2 		$231K Sell
5,148
-102
-2% -$4.75K 0.05% 170
2024
Q1 		$220K Hold
5,250
– – 0.05% 168
2023
Q4 		$220K Sell
5,250
-126
-2% -$5.39K 0.05% 168
2023
Q3 		$243K Buy
+5,376
New +$235K 0.07% 158

Other funds holding XLE

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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Commonwealth Financial Services's XLE Position: Q2 2026 in Review

Commonwealth Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, buying an estimated $79.4K and bringing the position to 11,068 shares worth $538K. The position accounts for 0.07% of the portfolio, ranked #139.

Commonwealth Financial Services first reported a position in XLE in Q3 2023 and has held it in 11 quarters since. The position peaked at $593K in Q1 2026. 393 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Commonwealth Financial Services held 11,068 shares of State Street Energy Select Sector SPDR ETF worth $538K as of Q2 2026.
  • Commonwealth Financial Services bought 1,389 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $79.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Commonwealth Financial Services's portfolio in Q2 2026, its #139 holding.
  • Commonwealth Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
  • Commonwealth Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $593K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.