Contravisory Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Contravisory Investment Management’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	$1.69M	Sell	31,742 -5,542	-15%	-$317K	0.3%	55
2026 Q1	$2.28M	Buy	37,284 +5,195	+16%	+$279K	0.47%	41
2025 Q4	$1.43M	Sell	32,089 -4,543	-12%	-$202K	0.28%	45
2025 Q3	$1.64M	Sell	36,632 -6,574	-15%	-$288K	0.32%	47
2025 Q2	$1.83M	Buy	43,206 +6,076	+16%	+$253K	0.36%	43
2025 Q1	$1.73M	Buy	+37,130	New	+$1.67M	0.37%	42
2024 Q4	–	Sell	-19,680	Closed	-$864K	–	438
2024 Q3	$864K	Sell	19,680 -13,418	-41%	-$600K	0.18%	74
2024 Q2	$1.51M	Sell	33,098 -11,162	-25%	-$520K	0.33%	44
2024 Q1	$2.09M	Sell	44,260 -322	-0.7%	-$13.8K	0.46%	42
2023 Q4	$1.87M	Buy	44,582 +104	+0.2%	+$4.45K	0.46%	43
2023 Q3	$2.01M	Buy	44,478 +11,890	+36%	+$520K	0.57%	41
2023 Q2	$1.32M	Sell	32,588 -12,736	-28%	-$519K	0.35%	42
2023 Q1	$1.88M	Buy	45,324 +3,028	+7%	+$129K	0.53%	40
2022 Q4	$1.85M	Buy	42,296 +26,068	+161%	+$1.13M	0.51%	42
2022 Q3	$584K	Buy	16,228 +1,674	+12%	+$63.3K	0.19%	52
2022 Q2	$520K	Sell	14,554 -2,230	-13%	-$89.5K	0.17%	66
2022 Q1	$641K	Buy	16,784 +272	+2%	+$9.42K	0.18%	65
2021 Q4	$458K	Buy	16,512 +2,680	+19%	+$75.7K	0.12%	113
2021 Q3	$360K	Buy	13,832 +3,264	+31%	+$80.9K	0.11%	138
2021 Q2	$285K	Buy	10,568 +6,700	+173%	+$174K	0.08%	158
2021 Q1	$95K	Sell	3,868 -13,176	-77%	-$304K	0.03%	191
2020 Q4	$323K	Sell	17,044 -3,828	-18%	-$66K	0.1%	109
2020 Q3	$313K	Buy	20,872 +1,506	+8%	+$26.7K	0.11%	112
2020 Q2	$398K	Buy	19,366 +19,220	+13,164%	+$357K	0.15%	70
2020 Q1	$2K	Buy	+146	New	+$3.46K	﹤0.01%	275
2019 Q4	–	Sell	-7,428	Closed	-$220K	–	306
2019 Q3	$220K	Buy	7,428 +4,170	+128%	+$126K	0.08%	136
2019 Q2	$104K	Sell	3,258 -732	-18%	-$23.4K	0.04%	175
2019 Q1	$132K	Sell	3,990 -7,080	-64%	-$227K	0.05%	162
2018 Q4	$317K	Buy	11,070 +6,498	+142%	+$217K	0.14%	95
2018 Q3	$173K	Buy	4,572 +1,536	+51%	+$57.6K	0.06%	148
2018 Q2	$115K	Sell	3,036 -6	-0.2%	-$223	0.04%	190
2018 Q1	$103K	Sell	3,042 -362	-11%	-$12.8K	0.04%	192
2017 Q4	$123K	Buy	3,404 +1,420	+72%	+$48.9K	0.04%	181
2017 Q3	$68K	Buy	+1,984	New	+$64.5K	0.02%	194
2017 Q2	–	Sell	-10,544	Closed	-$369K	–	269
2017 Q1	$369K	Buy	10,544 +2,380	+29%	+$86K	0.13%	50
2016 Q4	$307K	Buy	8,164 +1,098	+16%	+$39.7K	0.1%	48
2016 Q3	$249K	Buy	+7,066	New	+$242K	0.08%	48
2016 Q1	–	Sell	-818	Closed	-$25K	–	237
2015 Q4	$25K	Buy	+818	New	+$26.9K	0.01%	111
2015 Q3	–	Sell	-130	Closed	-$5K	–	183
2015 Q2	$5K	Sell	130 -10	-7%	-$397	﹤0.01%	166
2015 Q1	$5K	Sell	140 -230	-62%	-$8.91K	﹤0.01%	151
2014 Q4	$15K	Sell	370 -130	-26%	-$5.4K	﹤0.01%	110
2014 Q3	$23K	Buy	+500	New	+$24.2K	﹤0.01%	101

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Contravisory Investment Management's XLE Position: Q2 2026 in Review

Contravisory Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, selling an estimated $317K and leaving 31,742 shares worth $1.69M. The position accounts for 0.3% of the portfolio, ranked #55.

Contravisory Investment Management first reported a position in XLE in Q3 2014 and has held it in 42 quarters since. The position peaked at $2.28M in Q1 2026. 521 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Contravisory Investment Management held 31,742 shares of State Street Energy Select Sector SPDR ETF worth $1.69M as of Q2 2026.
Contravisory Investment Management sold 5,542 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $317K.
State Street Energy Select Sector SPDR ETF made up 0.3% of Contravisory Investment Management's portfolio in Q2 2026, its #55 holding.
Contravisory Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2014 and has held it in 42 quarters since.
Contravisory Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $2.28M in Q1 2026.
521 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.