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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
Q3 		$4.26K Hold
68
– – ﹤0.01% 440
2026
Q2 		$3.59K Buy
+68
New +$3.89K ﹤0.01% 451

Other funds holding XLE

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Saudi Central Bank
Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Community Financial Services Group's XLE Position: Q3 2026 in Review

Community Financial Services Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 68 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Community Financial Services Group first reported a position in XLE in Q2 2026 and has held it in 2 quarters since. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Community Financial Services Group held 68 shares of State Street Energy Select Sector SPDR ETF worth $4.26K as of Q3 2026.
  • Community Financial Services Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q3 2026, its #440 holding.
  • Community Financial Services Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.