Cultivar Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cultivar Capital’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	$235K	Hold	4,430	–	–	0.15%	35
2026 Q1	$271K	Buy	+4,430	New	+$238K	0.17%	34
2025 Q2	–	Sell	-4,430	Closed	-$207K	–	43
2025 Q1	$207K	Buy	+4,430	New	+$200K	0.17%	30
2024 Q3	–	Sell	-6,800	Closed	-$310K	–	188
2024 Q2	$310K	Sell	6,800 -2,940	-30%	-$137K	0.26%	22
2024 Q1	$460K	Sell	9,740 -5,540	-36%	-$238K	0.39%	16
2023 Q4	$641K	Buy	+15,280	New	+$653K	0.56%	14

Other funds holding XLE

SCB

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

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Cultivar Capital's XLE Position: Q2 2026 in Review

Cultivar Capital held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,430 shares worth $235K. The position accounts for 0.15% of the portfolio, ranked #35.

Cultivar Capital first reported a position in XLE in Q4 2023 and has held it in 6 quarters since. The position peaked at $641K in Q4 2023. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cultivar Capital held 4,430 shares of State Street Energy Select Sector SPDR ETF worth $235K as of Q2 2026.
Cultivar Capital left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.15% of Cultivar Capital's portfolio in Q2 2026, its #35 holding.
Cultivar Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
Cultivar Capital's State Street Energy Select Sector SPDR ETF position peaked at $641K in Q4 2023.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cultivar Capital's 13F filing for Q2 2026, filed 8 Jul 2026.