CVA Family Office’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$154K Buy
2,899
+900
+45% +$51.5K 0.01% 379
2026
Q1
$122K Buy
1,999
+17
+0.9% +$912 0.01% 412
2025
Q4
$88.6K Hold
1,982
0.01% 442
2025
Q3
$88.5K Hold
1,982
0.01% 443
2025
Q2
$84K Sell
1,982
-1,350
-41% -$56.2K 0.01% 437
2025
Q1
$156K Buy
3,332
+1,350
+68% +$60.9K 0.02% 312
2024
Q4
$84.9K Hold
1,982
0.01% 420
2024
Q3
$87K Hold
1,982
0.01% 402
2024
Q2
$90.3K Hold
1,982
0.02% 372
2024
Q1
$93.6K Hold
1,982
0.02% 371
2023
Q4
$83.1K Buy
+1,982
New +$84.7K 0.02% 363
2023
Q3
Sell
-1,818
Closed -$73.8K 972
2023
Q2
$73.8K Sell
1,818
-3,642
-67% -$148K 0.02% 361
2023
Q1
$226K Sell
5,460
-600
-10% -$25.7K 0.05% 203
2022
Q4
$265K Hold
6,060
0.06% 166
2022
Q3
$218K Hold
6,060
0.06% 164
2022
Q2
$217K Buy
6,060
+1,260
+26% +$50.6K 0.06% 162
2022
Q1
$183K Hold
4,800
0.04% 183
2021
Q4
$133K Hold
4,800
0.03% 205
2021
Q3
$72K Hold
4,800
0.05% 145
2021
Q2
$129K Hold
4,800
0.04% 204
2021
Q1
$118K Sell
4,800
-2,404
-33% -$55.5K 0.04% 162
2020
Q4
$137K Buy
7,204
+2,404
+50% +$41.4K 0.08% 108
2020
Q3
$72K Hold
4,800
0.05% 145
2020
Q2
$91K Buy
+4,800
New +$89.3K 0.07% 121

Other funds holding XLE

CVA Family Office's XLE Position: Q2 2026 in Review

CVA Family Office increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 45% in Q2 2026, buying an estimated $51.5K and bringing the position to 2,899 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #379.

CVA Family Office first reported a position in XLE in Q2 2020 and has held it in 24 quarters since. The position peaked at $265K in Q4 2022. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • CVA Family Office held 2,899 shares of State Street Energy Select Sector SPDR ETF worth $154K as of Q2 2026.
  • CVA Family Office bought 900 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $51.5K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #379 holding.
  • CVA Family Office first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • CVA Family Office's State Street Energy Select Sector SPDR ETF position peaked at $265K in Q4 2022.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.