Cozad Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cozad Asset Management's XLE Position: Q1 2026 in Review

Cozad Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.6% in Q1 2026, buying an estimated $38.7K and bringing the position to 13,516 shares worth $828K. The position accounts for 0.07% of the portfolio, ranked #242.

Cozad Asset Management first reported a position in XLE in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.01M in Q1 2023. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

• Cozad Asset Management held 13,516 shares of State Street Energy Select Sector SPDR ETF worth $828K as of Q1 2026.
• Cozad Asset Management bought 722 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $38.7K.
• State Street Energy Select Sector SPDR ETF made up 0.07% of Cozad Asset Management's portfolio in Q1 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 19 quarters since.
• Cozad Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $1.01M in Q1 2023.
• 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.