Courier Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Courier Capital’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	$670K	Sell	12,618 -1,036	-8%	-$59.2K	0.03%	251
2026 Q1	$836K	Sell	13,654 -293	-2%	-$15.7K	0.05%	224
2025 Q4	$624K	Buy	13,947 +531	+4%	+$23.6K	0.04%	246
2025 Q3	$599K	Sell	13,416 -1,128	-8%	-$49.4K	0.03%	261
2025 Q2	$617K	Sell	14,544 -46,560	-76%	-$1.94M	0.04%	256
2025 Q1	$2.86M	Sell	61,104 -50,838	-45%	-$2.29M	0.19%	122
2024 Q4	$4.79M	Sell	111,942 -1,806	-2%	-$82.1K	0.33%	78
2024 Q3	$4.99M	Buy	113,748 +70,362	+162%	+$3.15M	0.34%	73
2024 Q2	$1.98M	Sell	43,386 -99,548	-70%	-$4.64M	0.16%	110
2024 Q1	$6.75M	Buy	142,934 +1,260	+0.9%	+$54.1K	0.49%	55
2023 Q4	$5.94M	Buy	141,674 +33,504	+31%	+$1.43M	0.45%	56
2023 Q3	$4.89M	Buy	108,170 +11,922	+12%	+$522K	0.41%	58
2023 Q2	$3.91M	Buy	+96,248	New	+$3.92M	0.31%	75

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

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

Courier Capital's XLE Position: Q2 2026 in Review

Courier Capital reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.6% in Q2 2026, selling an estimated $59.2K and leaving 12,618 shares worth $670K. The position accounts for 0.03% of the portfolio, ranked #251.

Courier Capital first reported a position in XLE in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.75M in Q1 2024. 975 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Courier Capital held 12,618 shares of State Street Energy Select Sector SPDR ETF worth $670K as of Q2 2026.
Courier Capital sold 1,036 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $59.2K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Courier Capital's portfolio in Q2 2026, its #251 holding.
Courier Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Courier Capital's State Street Energy Select Sector SPDR ETF position peaked at $6.75M in Q1 2024.
975 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.