Cozad Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Cozad Asset Management's XLE Position: Q2 2026 in Review
Cozad Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 27% in Q2 2026, buying an estimated $212K and bringing the position to 17,218 shares worth $914K. The position accounts for 0.06% of the portfolio, ranked #242.
Cozad Asset Management first reported a position in XLE in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.01M in Q1 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Cozad Asset Management held 17,218 shares of State Street Energy Select Sector SPDR ETF worth $914K as of Q2 2026.
- Cozad Asset Management bought 3,702 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $212K.
- State Street Energy Select Sector SPDR ETF made up 0.06% of Cozad Asset Management's portfolio in Q2 2026, its #242 holding.
- Cozad Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 20 quarters since.
- Cozad Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $1.01M in Q1 2023.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.