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 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

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

CRA Financial Services's XLE Position: Q2 2026 in Review

CRA Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.3% in Q2 2026, buying an estimated $20K and bringing the position to 27,697 shares worth $1.47M. The position accounts for 0.17% of the portfolio, ranked #100.

CRA Financial Services first reported a position in XLE in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.68M in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

CRA Financial Services held 27,697 shares of State Street Energy Select Sector SPDR ETF worth $1.47M as of Q2 2026.
CRA Financial Services bought 350 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $20K.
State Street Energy Select Sector SPDR ETF made up 0.17% of CRA Financial Services's portfolio in Q2 2026, its #100 holding.
CRA Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 23 quarters since.
CRA Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $1.68M in Q1 2026.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.