CPR Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

CPR Investments’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	–	Sell	-4,655	Closed	-$285K	–	71
2026 Q1	$285K	Buy	+4,655	New	+$250K	0.19%	39
2025 Q2	–	Sell	-8,798	Closed	-$411K	–	51
2025 Q1	$411K	Buy	+8,798	New	+$397K	0.36%	30
2024 Q2	–	Sell	-7,670	Closed	-$362K	–	58
2024 Q1	$362K	Buy	+7,670	New	+$329K	0.28%	35
2022 Q4	–	Sell	-15,718	Closed	-$566K	–	48
2022 Q3	$566K	Sell	15,718 -7,728	-33%	-$292K	0.73%	14
2022 Q2	$838K	Sell	23,446 -232,622	-91%	-$9.33M	1.26%	15
2022 Q1	$9.79M	Buy	+256,068	New	+$8.87M	8.1%	4

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CPR Investments's XLE Position: Q2 2026 in Review

CPR Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 4,655 shares — an estimated $285K sold.

CPR Investments first reported a position in XLE in Q1 2022 and held it in 6 quarters. The position peaked at $9.79M in Q1 2022. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

CPR Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
CPR Investments sold 4,655 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $285K.
CPR Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
CPR Investments's State Street Energy Select Sector SPDR ETF position peaked at $9.79M in Q1 2022.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.