CFCI
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Comprehensive Financial Consultants Institutional’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$350K Hold
6,596
– – 0.09% 156
2026
Q1 		$404K Sell
6,596
-276
-4% -$14.8K 0.12% 145
2025
Q4 		$307K Hold
6,872
– – 0.09% 156
2025
Q3 		$307K Sell
6,872
-160
-2% -$7K 0.1% 151
2025
Q2 		$298K Hold
7,032
– – 0.1% 151
2025
Q1 		$329K Sell
7,032
-4,120
-37% -$186K 0.12% 140
2024
Q4 		$478K Buy
11,152
+1,090
+11% +$49.5K 0.17% 122
2024
Q3 		$442K Sell
10,062
-972
-9% -$43.4K 0.16% 127
2024
Q2 		$503K Buy
11,034
+334
+3% +$15.6K 0.2% 119
2024
Q1 		$505K Sell
10,700
-1,556
-13% -$66.8K 0.21% 117
2023
Q4 		$514K Sell
12,256
-436
-3% -$18.6K 0.24% 109
2023
Q3 		$574K Buy
12,692
+6,896
+119% +$302K 0.3% 106
2023
Q2 		$236K Sell
5,796
-130
-2% -$5.29K 0.12% 145
2023
Q1 		$245K Sell
5,926
-8,114
-58% -$347K 0.14% 138
2022
Q4 		$631K Sell
14,040
-308
-2% -$13.4K 0.38% 96
2022
Q3 		$583K Hold
14,348
– – 0.38% 92
2022
Q2 		$494K Sell
14,348
-314
-2% -$12.6K 0.35% 105
2022
Q1 		$608K Sell
14,662
-124
-0.8% -$4.29K 0.42% 91
2021
Q4 		$509K Buy
+14,786
New +$418K 0.33% 94

Other funds holding XLE

JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 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
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

Comprehensive Financial Consultants Institutional's XLE Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 6,596 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #156.

Comprehensive Financial Consultants Institutional first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $631K in Q4 2022. 439 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 6,596 shares of State Street Energy Select Sector SPDR ETF worth $350K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #156 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's State Street Energy Select Sector SPDR ETF position peaked at $631K in Q4 2022.
  • 439 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.