CX Institutional’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

CX Institutional’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	$1.89M	Sell	35,602 -620	-2%	-$35.5K	0.05%	258
2026 Q1	$2.22M	Buy	36,222 +27,469	+314%	+$1.47M	0.07%	240
2025 Q4	$391K	Buy	8,753 +97	+1%	+$4.32K	0.01%	492
2025 Q3	$387K	Sell	8,656 -15,120	-64%	-$662K	0.01%	500
2025 Q2	$1.01M	Buy	23,776 +10,314	+77%	+$430K	0.04%	268
2025 Q1	$629K	Sell	13,462 -342	-2%	-$15.4K	0.02%	332
2024 Q4	$591K	Sell	13,804 -18,254	-57%	-$830K	0.02%	321
2024 Q3	$1.41M	Buy	32,058 +21,168	+194%	+$946K	0.06%	237
2024 Q2	$496K	Sell	10,890 -14,074	-56%	-$656K	0.02%	371
2024 Q1	$1.18M	Buy	24,964 +15,310	+159%	+$658K	0.06%	258
2023 Q4	$405K	Sell	9,654 -3,996	-29%	-$171K	0.02%	351
2023 Q3	$617K	Sell	13,650 -27,092	-66%	-$1.19M	0.03%	305
2023 Q2	$1.65M	Sell	40,742 -10,390	-20%	-$423K	0.09%	228
2023 Q1	$2.18M	Sell	51,132 -203,294	-80%	-$8.69M	0.12%	211
2022 Q4	$11.1M	Buy	254,426 +116,528	+85%	+$5.07M	0.68%	33
2022 Q3	$4.97M	Buy	137,898 +20,858	+18%	+$789K	0.34%	77
2022 Q2	$4.18M	Sell	117,040 -58,698	-33%	-$2.35M	0.32%	75
2022 Q1	$6.72M	Buy	175,738 +48,944	+39%	+$1.7M	0.54%	47
2021 Q4	$3.52M	Buy	126,794 +13,518	+12%	+$382K	0.28%	111
2021 Q3	$2.95M	Buy	113,276 +111,706	+7,115%	+$2.77M	0.24%	106
2021 Q2	$42K	Sell	1,570 -584	-27%	-$15.2K	﹤0.01%	595
2021 Q1	$53K	Buy	+2,154	New	+$49.7K	﹤0.01%	485
2019 Q4	–	Sell	-90,140	Closed	-$2.67M	–	778
2019 Q3	$2.67M	Buy	90,140 +242	+0.3%	+$7.32K	0.43%	62
2019 Q2	$2.86M	Buy	89,898 +89,724	+51,566%	+$2.87M	0.45%	54
2019 Q1	$6K	Sell	174 -534	-75%	-$17.2K	﹤0.01%	530
2018 Q4	$20K	Sell	708 -135,270	-99%	-$4.53M	﹤0.01%	317
2018 Q3	$5.15M	Buy	135,978 +7,198	+6%	+$270K	1.7%	16
2018 Q2	$4.89M	Buy	+128,780	New	+$4.79M	1.81%	15

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

CX Institutional's XLE Position: Q2 2026 in Review

CX Institutional reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q2 2026, selling an estimated $35.5K and leaving 35,602 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #258.

CX Institutional first reported a position in XLE in Q2 2018 and has held it in 28 quarters since. The position peaked at $11.1M in Q4 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

CX Institutional held 35,602 shares of State Street Energy Select Sector SPDR ETF worth $1.89M as of Q2 2026.
CX Institutional sold 620 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $35.5K.
State Street Energy Select Sector SPDR ETF made up 0.05% of CX Institutional's portfolio in Q2 2026, its #258 holding.
CX Institutional first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 28 quarters since.
CX Institutional's State Street Energy Select Sector SPDR ETF position peaked at $11.1M in Q4 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.