Creative Financial Designs’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Creative Financial Designs’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	$5.87M	Buy	95,881 +2,442	+3%	+$131K	0.36%	65
2025 Q4	$4.18M	Sell	93,439 -11,997	-11%	-$534K	0.26%	83
2025 Q3	$4.71M	Buy	105,436 +460	+0.4%	+$20.1K	0.32%	74
2025 Q2	$4.45M	Buy	104,976 +6,464	+7%	+$269K	0.32%	72
2025 Q1	$4.6M	Sell	98,512 -11,188	-10%	-$504K	0.37%	62
2024 Q4	$4.7M	Sell	109,700 -1,062	-1%	-$48.3K	0.38%	59
2024 Q3	$4.86M	Buy	110,762 +5,914	+6%	+$264K	0.41%	56
2024 Q2	$4.78M	Buy	104,848 +32,018	+44%	+$1.49M	0.43%	55
2024 Q1	$3.44M	Buy	72,830 +1,264	+2%	+$54.3K	0.33%	69
2023 Q4	$3M	Buy	71,566 +4,246	+6%	+$182K	0.3%	70
2023 Q3	$3.04M	Sell	67,320 -2,774	-4%	-$121K	0.35%	66
2023 Q2	$2.84M	Sell	70,094 -300	-0.4%	-$12.2K	0.33%	68
2023 Q1	$2.92M	Sell	70,394 -5,084	-7%	-$217K	0.38%	66
2022 Q4	$3.3M	Buy	75,478 +3,924	+5%	+$171K	0.49%	47
2022 Q3	$2.58M	Sell	71,554 -2,156	-3%	-$81.5K	0.42%	49
2022 Q2	$2.64M	Buy	73,710 +4,888	+7%	+$196K	0.43%	53
2022 Q1	$2.63M	Buy	68,822 +2,586	+4%	+$89.6K	0.4%	59
2021 Q4	$1.84M	Buy	66,236 +8,286	+14%	+$234K	0.28%	80
2021 Q3	$1.51M	Buy	57,950 +10,082	+21%	+$250K	0.25%	85
2021 Q2	$1.29M	Buy	47,868 +9,494	+25%	+$247K	0.22%	92
2021 Q1	$941K	Buy	38,374 +10,368	+37%	+$239K	0.18%	102
2020 Q4	$531K	Buy	28,006 +4,702	+20%	+$81K	0.11%	140
2020 Q3	$349K	Buy	23,304 +9,410	+68%	+$167K	0.09%	176
2020 Q2	$263K	Buy	13,894 +6,924	+99%	+$129K	0.08%	180
2020 Q1	$101K	Buy	6,970 +4,134	+146%	+$98.1K	0.05%	174
2019 Q4	$86K	Buy	2,836 +304	+12%	+$9.02K	0.04%	206
2019 Q3	$71K	Buy	2,532 +978	+63%	+$29.6K	0.04%	205
2019 Q2	$49K	Buy	1,554 +668	+75%	+$21.4K	0.03%	231
2019 Q1	$29K	Buy	886 +606	+216%	+$19.5K	0.02%	270
2018 Q4	$8K	Hold	280	–	–	0.01%	396
2018 Q3	$11K	Sell	280 -514	-65%	-$19.3K	0.01%	429
2018 Q2	$30K	Hold	794	–	–	0.02%	305
2018 Q1	$27K	Buy	794 +122	+18%	+$4.32K	0.02%	291
2017 Q4	$24K	Sell	672 -312	-32%	-$10.7K	0.02%	292
2017 Q3	$34K	Sell	984 -116	-11%	-$3.77K	0.02%	275
2017 Q2	$36K	Sell	1,100 -2,480	-69%	-$83.3K	0.02%	263
2017 Q1	$125K	Sell	3,580 -3,412	-49%	-$123K	0.09%	166
2016 Q4	$263K	Buy	+6,992	New	+$253K	0.21%	96

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

Creative Financial Designs's XLE Position: Q1 2026 in Review

Creative Financial Designs increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q1 2026, buying an estimated $131K and bringing the position to 95,881 shares worth $5.87M. The position accounts for 0.36% of the portfolio, ranked #65.

Creative Financial Designs first reported a position in XLE in Q4 2016 and has held it in 38 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Creative Financial Designs held 95,881 shares of State Street Energy Select Sector SPDR ETF worth $5.87M as of Q1 2026.
Creative Financial Designs bought 2,442 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $131K.
State Street Energy Select Sector SPDR ETF made up 0.36% of Creative Financial Designs's portfolio in Q1 2026, its #65 holding.
Creative Financial Designs first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.