Creekside Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Creekside Partners’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	$545K	Hold	10,262	–	–	0.2%	109
2026 Q1	$629K	Hold	10,262	–	–	0.26%	83
2025 Q4	$459K	Hold	10,262	–	–	0.19%	107
2025 Q3	$458K	Hold	10,262	–	–	0.2%	106
2025 Q2	$435K	Hold	10,262	–	–	0.21%	103
2025 Q1	$479K	Hold	10,262	–	–	0.25%	90
2024 Q4	$440K	Sell	10,262 -672	-6%	-$30.5K	0.23%	100
2024 Q3	$480K	Buy	10,934 +442	+4%	+$19.8K	0.25%	94
2024 Q2	$478K	Buy	+10,492	New	+$489K	0.26%	87

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

Creekside Partners's XLE Position: Q2 2026 in Review

Creekside Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 10,262 shares worth $545K. The position accounts for 0.2% of the portfolio, ranked #109.

Creekside Partners first reported a position in XLE in Q2 2024 and has held it in 9 quarters since. The position peaked at $629K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Creekside Partners held 10,262 shares of State Street Energy Select Sector SPDR ETF worth $545K as of Q2 2026.
Creekside Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.2% of Creekside Partners's portfolio in Q2 2026, its #109 holding.
Creekside Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Creekside Partners's State Street Energy Select Sector SPDR ETF position peaked at $629K in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.