Csenge Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Csenge Advisory Group’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	$1.8M	Buy	33,826 +534	+2%	+$30.5K	0.07%	223
2026 Q1	$2.04M	Sell	33,292 -6,584	-17%	-$353K	0.09%	179
2025 Q4	$1.78M	Sell	39,876 -1,900	-5%	-$84.6K	0.08%	198
2025 Q3	$1.87M	Sell	41,776 -19,438	-32%	-$851K	0.09%	185
2025 Q2	$2.5M	Buy	61,214 +504	+0.8%	+$21K	0.13%	134
2025 Q1	$2.47M	Buy	60,710 +11,300	+23%	+$509K	0.14%	131
2024 Q4	$2.12M	Sell	49,410 -2,050	-4%	-$93.2K	0.11%	135
2024 Q3	$2.39M	Sell	51,460 -26,514	-34%	-$1.19M	0.12%	132
2024 Q2	$3.55M	Sell	77,974 -25,922	-25%	-$1.21M	0.2%	96
2024 Q1	$4.9M	Buy	103,896 +48,040	+86%	+$2.06M	0.27%	69
2023 Q4	$2.34M	Sell	55,856 -288	-0.5%	-$12.3K	0.15%	121
2023 Q3	$2.54M	Buy	56,144 +19,672	+54%	+$861K	0.17%	108
2023 Q2	$1.48M	Buy	36,472 +150	+0.4%	+$6.11K	0.1%	163
2023 Q1	$1.5M	Buy	36,322 +5,802	+19%	+$248K	0.11%	154
2022 Q4	$1.33M	Buy	30,520 +3,492	+13%	+$152K	0.1%	168
2022 Q3	$973K	Sell	27,028 -3,616	-12%	-$137K	0.08%	209
2022 Q2	$1.1M	Buy	30,644 +9,522	+45%	+$382K	0.09%	190
2022 Q1	$807K	Buy	21,122 +8,104	+62%	+$281K	0.06%	261
2021 Q4	$357K	Buy	+13,018	New	+$368K	0.03%	420
2021 Q3	–	Sell	-13,018	Closed	-$357K	–	622
2021 Q2	$357K	Sell	13,018 -6,444	-33%	-$168K	0.03%	421
2021 Q1	$469K	Buy	+19,462	New	+$449K	0.05%	293

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

Csenge Advisory Group's XLE Position: Q2 2026 in Review

Csenge Advisory Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.6% in Q2 2026, buying an estimated $30.5K and bringing the position to 33,826 shares worth $1.8M. The position accounts for 0.07% of the portfolio, ranked #223.

Csenge Advisory Group first reported a position in XLE in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.9M in Q1 2024. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Csenge Advisory Group held 33,826 shares of State Street Energy Select Sector SPDR ETF worth $1.8M as of Q2 2026.
Csenge Advisory Group bought 534 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $30.5K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Csenge Advisory Group's portfolio in Q2 2026, its #223 holding.
Csenge Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Csenge Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $4.9M in Q1 2024.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.