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

Cooper Financial 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	$409K	Buy	7,710 +1,074	+16%	+$61.4K	0.03%	294
2026 Q1	$407K	Buy	6,636 +387	+6%	+$20.8K	0.04%	277
2025 Q4	$279K	Sell	6,249 -203	-3%	-$9.04K	0.03%	311
2025 Q3	$288K	Buy	6,452 +20	+0.3%	+$876	0.03%	305
2025 Q2	$273K	Sell	6,432 -7,140	-53%	-$297K	0.03%	316
2025 Q1	$634K	Buy	13,572 +110	+0.8%	+$4.96K	0.08%	206
2024 Q4	$577K	Sell	13,462 -316	-2%	-$14.4K	0.07%	222
2024 Q3	$605K	Sell	13,778 -3,110	-18%	-$139K	0.08%	214
2024 Q2	$770K	Buy	16,888 +2,916	+21%	+$136K	0.11%	162
2024 Q1	$660K	Sell	13,972 -294	-2%	-$12.6K	0.11%	173
2023 Q4	$598K	Sell	14,266 -1,346	-9%	-$57.6K	0.11%	182
2023 Q3	$706K	Sell	15,612 -1,210	-7%	-$52.9K	0.17%	136
2023 Q2	$683K	Sell	16,822 -928	-5%	-$37.8K	0.17%	146
2023 Q1	$735K	Buy	17,750 +290	+2%	+$12.4K	0.2%	125
2022 Q4	$764K	Sell	17,460 -966	-5%	-$42.1K	0.23%	104
2022 Q3	$663K	Sell	18,426 -2,024	-10%	-$76.5K	0.24%	104
2022 Q2	$731K	Buy	20,450 +2,894	+16%	+$116K	0.27%	96
2022 Q1	$671K	Buy	17,556 +5,796	+49%	+$201K	0.25%	92
2021 Q4	$326K	Sell	11,760 -228,556	-95%	-$6.46M	0.12%	165
2021 Q3	$6.26M	Sell	240,316 -38,874	-14%	-$963K	1.3%	20
2021 Q2	$7.52M	Buy	279,190 +84,722	+44%	+$2.2M	1.53%	17
2021 Q1	$4.77M	Buy	+194,468	New	+$4.49M	1.08%	19

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

Cooper Financial Group's XLE Position: Q2 2026 in Review

Cooper Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q2 2026, buying an estimated $61.4K and bringing the position to 7,710 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #294.

Cooper Financial Group first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.52M in Q2 2021. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cooper Financial Group held 7,710 shares of State Street Energy Select Sector SPDR ETF worth $409K as of Q2 2026.
Cooper Financial Group bought 1,074 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $61.4K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #294 holding.
Cooper Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Cooper Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $7.52M in Q2 2021.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.