CFSG
XLE icon

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

Community Financial Services Group’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 		$3.59K Buy
+68
New +$3.89K ﹤0.01% 451

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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

Community Financial Services Group's XLE Position: Q2 2026 in Review

Community Financial Services Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 68 shares worth $3.59K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings.

491 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Community Financial Services Group held 68 shares of State Street Energy Select Sector SPDR ETF worth $3.59K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Community Financial Services Group position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #451 holding.
  • 491 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.