Cravens & Co Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cravens & Co Advisors’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 Q1	–	Sell	-4,364	Closed	-$205K	–	70
2025 Q4	$205K	Buy	+4,364	New	+$194K	0.13%	61
2025 Q1	–	Sell	-7,006	Closed	-$300K	–	64
2024 Q4	$300K	Buy	+7,006	New	+$318K	0.23%	51
2024 Q2	–	Sell	-7,596	Closed	-$359K	–	80
2024 Q1	$359K	Sell	7,596 -1,048	-12%	-$45K	0.3%	55
2023 Q4	$362K	Buy	+8,644	New	+$370K	0.31%	51

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Cravens & Co Advisors's XLE Position: Q1 2026 in Review

Cravens & Co Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 4,364 shares — an estimated $205K sold.

Cravens & Co Advisors first reported a position in XLE in Q4 2023 and held it in 4 quarters. The position peaked at $362K in Q4 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cravens & Co Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Cravens & Co Advisors sold 4,364 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $205K.
Cravens & Co Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
Cravens & Co Advisors's State Street Energy Select Sector SPDR ETF position peaked at $362K in Q4 2023.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cravens & Co Advisors's 13F filing for Q1 2026, filed 14 May 2026.