Coppell Advisory Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$235K Buy
+5,787
New +$331K 0.02% 410
2025
Q3
Sell
-4,780
Closed -$204K 418
2025
Q2
$204K Buy
+4,780
New +$199K 0.02% 355
2025
Q1
Sell
-3,742
Closed -$158K 1906
2024
Q4
$158K Sell
3,742
-128
-3% -$5.82K 0.02% 323
2024
Q3
$169K Sell
3,870
-534
-12% -$23.9K 0.02% 314
2024
Q2
$201K Buy
+4,404
New +$205K 0.03% 259
2023
Q4
$311K Buy
7,410
+2,182
+42% +$93.3K 0.06% 202
2023
Q3
$229K Sell
5,228
-2,970
-36% -$130K 0.08% 153
2023
Q2
$331K Buy
8,198
+468
+6% +$19.1K 0.09% 145
2023
Q1
$318K Buy
7,730
+2,502
+48% +$107K 0.1% 150
2022
Q4
$229K Buy
+5,228
New +$228K 0.08% 157

Other funds holding XLE

Coppell Advisory Solutions's XLE Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,787 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #410 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in XLE as recently as Q2 2025.

Coppell Advisory Solutions first reported a position in XLE in Q4 2022 and has held it in 10 quarters since. The position peaked at $331K in Q2 2023. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Coppell Advisory Solutions held 5,787 shares of State Street Energy Select Sector SPDR ETF worth $235K as of Q2 2026.
  • State Street Energy Select Sector SPDR ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #410 holding.
  • Coppell Advisory Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
  • Coppell Advisory Solutions's State Street Energy Select Sector SPDR ETF position peaked at $331K in Q2 2023.
  • 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.