Creative Capital Management Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Creative Capital Management 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	$147K	Buy	2,764 +2,616	+1,768%	+$150K	0.03%	108
2026 Q1	$9.07K	Hold	148	–	–	﹤0.01%	214
2025 Q4	$6.62K	Hold	148	–	–	﹤0.01%	233
2025 Q3	$6.61K	Buy	+148	New	+$6.48K	﹤0.01%	213

Other funds holding XLE

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Creative Capital Management Investments's XLE Position: Q2 2026 in Review

Creative Capital Management Investments increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1,768% in Q2 2026, buying an estimated $150K and bringing the position to 2,764 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #108.

Creative Capital Management Investments first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. 1,757 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Creative Capital Management Investments held 2,764 shares of State Street Energy Select Sector SPDR ETF worth $147K as of Q2 2026.
Creative Capital Management Investments bought 2,616 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $150K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Creative Capital Management Investments's portfolio in Q2 2026, its #108 holding.
Creative Capital Management Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,757 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.