Commonwealth Retirement Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Commonwealth Retirement Investments’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	$143K	Buy	+2,684	New	+$153K	0.04%	141
2026 Q1	–	Sell	-2,684	Closed	-$120K	–	417
2025 Q4	$120K	Buy	+2,684	New	+$120K	0.04%	138
2025 Q1	–	Sell	-47,774	Closed	-$2.05M	–	106
2024 Q4	$2.05M	Buy	+47,774	New	+$2.17M	0.84%	39
2024 Q1	–	Sell	-37,746	Closed	-$1.58M	–	89
2023 Q4	$1.58M	Buy	+37,746	New	+$1.61M	0.84%	35

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Commonwealth Retirement Investments's XLE Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 2,684 shares worth $143K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in XLE as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in XLE in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.05M in Q4 2024. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Commonwealth Retirement Investments held 2,684 shares of State Street Energy Select Sector SPDR ETF worth $143K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Commonwealth Retirement Investments position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.04% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #141 holding.
Commonwealth Retirement Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
Commonwealth Retirement Investments's State Street Energy Select Sector SPDR ETF position peaked at $2.05M in Q4 2024.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.