Commonwealth Financial 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
$446K Sell
7,255
-3,813
-34% -$231K 0.08% 129
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

Commonwealth Financial Services's XLE Position: Q3 2026 in Review

Commonwealth Financial Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q3 2026, selling an estimated $231K and leaving 7,255 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #129.

Commonwealth Financial Services first reported a position in XLE in Q3 2023 and has held it in 12 quarters since. The position peaked at $593K in Q1 2026. 664 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Commonwealth Financial Services held 7,255 shares of State Street Energy Select Sector SPDR ETF worth $446K as of Q3 2026.
  • Commonwealth Financial Services sold 3,813 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $231K.
  • State Street Energy Select Sector SPDR ETF made up 0.08% of Commonwealth Financial Services's portfolio in Q3 2026, its #129 holding.
  • Commonwealth Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $593K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.