CRA Financial Services
XLE icon

CRA Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

CRA Financial Services’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
Q3 		$1.78M Buy
28,898
+1,201
+4% +$72.8K 0.2% 93
2026
Q2 		$1.47M Buy
27,697
+350
+1% +$20K 0.17% 100
2026
Q1 		$1.68M Buy
27,347
+277
+1% +$14.9K 0.22% 87
2025
Q4 		$1.21M Sell
27,070
-44
-0.2% -$1.96K 0.16% 107
2025
Q3 		$1.21M Sell
27,114
-1,294
-5% -$56.7K 0.17% 104
2025
Q2 		$1.2M Buy
28,408
+1,110
+4% +$46.2K 0.18% 100
2025
Q1 		$1.28M Buy
27,298
+1,352
+5% +$61K 0.22% 90
2024
Q4 		$1.11M Buy
25,946
+1,932
+8% +$87.8K 0.19% 96
2024
Q3 		$1.05M Buy
24,014
+1,416
+6% +$63.3K 0.19% 96
2024
Q2 		$1.03M Sell
22,598
-1,052
-4% -$49K 0.21% 88
2024
Q1 		$1.12M Buy
23,650
+2,476
+12% +$106K 0.24% 74
2023
Q4 		$888K Buy
21,174
+532
+3% +$22.7K 0.22% 78
2023
Q3 		$933K Buy
20,642
+1,160
+6% +$50.8K 0.26% 69
2023
Q2 		$791K Sell
19,482
-4,784
-20% -$195K 0.21% 81
2023
Q1 		$1M Buy
24,266
+3,842
+19% +$164K 0.3% 61
2022
Q4 		$893K Buy
20,424
+6,704
+49% +$292K 0.29% 69
2022
Q3 		$494K Buy
13,720
+3,140
+30% +$119K 0.18% 104
2022
Q2 		$378K Buy
10,580
+3,214
+44% +$129K 0.13% 131
2022
Q1 		$282K Buy
+7,366
New +$255K 0.08% 157
2020
Q1 		– Sell
-9,110
Closed -$273K – 154
2019
Q4 		$273K Sell
9,110
-254
-3% -$7.53K 0.15% 115
2019
Q3 		$277K Buy
9,364
+4
+0% +$121 0.17% 111
2019
Q2 		$298K Sell
9,360
-938
-9% -$30K 0.18% 108
2019
Q1 		$340K Sell
10,298
-1,452
-12% -$46.6K 0.22% 97
2018
Q4 		$337K Buy
+11,750
New +$393K 0.24% 97

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

CRA Financial Services's XLE Position: Q3 2026 in Review

CRA Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q3 2026, buying an estimated $72.8K and bringing the position to 28,898 shares worth $1.78M. The position accounts for 0.2% of the portfolio, ranked #93.

CRA Financial Services first reported a position in XLE in Q4 2018 and has held it in 24 quarters since. 1,480 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • CRA Financial Services held 28,898 shares of State Street Energy Select Sector SPDR ETF worth $1.78M as of Q3 2026.
  • CRA Financial Services bought 1,201 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $72.8K.
  • State Street Energy Select Sector SPDR ETF made up 0.2% of CRA Financial Services's portfolio in Q3 2026, its #93 holding.
  • CRA Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.