Coordinated Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Coordinated Financial Services’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 Q1	$380K	Buy	+6,209	New	+$333K	0.22%	124
2025 Q4	–	Sell	-6,204	Closed	-$277K	–	185
2025 Q3	$277K	Sell	6,204 -3,596	-37%	-$157K	0.18%	134
2025 Q2	$416K	Buy	9,800 +22	+0.2%	+$916	0.29%	95
2025 Q1	$457K	Buy	9,778 +1,436	+17%	+$64.7K	0.35%	84
2024 Q4	$357K	Buy	+8,342	New	+$379K	0.28%	98
2024 Q2	$449K	Sell	9,842 -1,554	-14%	-$72.4K	0.38%	74
2024 Q1	$538K	Buy	+11,396	New	+$490K	0.47%	60

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Coordinated Financial Services's XLE Position: Q1 2026 in Review

Coordinated Financial Services opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 6,209 shares worth $380K. The stake represents 0.22% of the portfolio and ranks #124 among its holdings. This is a return to the name: Coordinated Financial Services previously reported a position in XLE as recently as Q3 2025.

Coordinated Financial Services first reported a position in XLE in Q1 2024 and has held it in 7 quarters since. The position peaked at $538K in Q1 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Coordinated Financial Services held 6,209 shares of State Street Energy Select Sector SPDR ETF worth $380K as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Coordinated Financial Services position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.22% of Coordinated Financial Services's portfolio in Q1 2026, its #124 holding.
Coordinated Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
Coordinated Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $538K in Q1 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.