CFG
XLE icon

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
Q3 		$534K Buy
8,682
+972
+13% +$58.9K 0.04% 251
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Cooper Financial Group's XLE Position: Q3 2026 in Review

Cooper Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q3 2026, buying an estimated $58.9K and bringing the position to 8,682 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #251.

Cooper Financial Group first reported a position in XLE in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.52M in Q2 2021. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Cooper Financial Group held 8,682 shares of State Street Energy Select Sector SPDR ETF worth $534K as of Q3 2026.
  • Cooper Financial Group bought 972 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $58.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #251 holding.
  • Cooper Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 23 quarters since.
  • Cooper Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $7.52M in Q2 2021.
  • 124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.