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

Cyndeo Wealth 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	$723K	Buy	13,618 +1,882	+16%	+$108K	0.03%	300
2026 Q1	$719K	Buy	11,736 +167	+1%	+$8.96K	0.04%	274
2025 Q4	$517K	Sell	11,569 -11	-0.1%	-$490	0.03%	315
2025 Q3	$517K	Sell	11,580 -658	-5%	-$28.8K	0.03%	300
2025 Q2	$519K	Sell	12,238 -512	-4%	-$21.3K	0.03%	301
2025 Q1	$596K	Sell	12,750 -574	-4%	-$25.9K	0.04%	276
2024 Q4	$571K	Buy	13,324 +1,682	+14%	+$76.4K	0.04%	276
2024 Q3	$511K	Buy	11,642 +3,058	+36%	+$137K	0.04%	292
2024 Q2	$391K	Buy	8,584 +288	+3%	+$13.4K	0.03%	301
2024 Q1	$392K	Sell	8,296 -326	-4%	-$14K	0.03%	291
2023 Q4	$361K	Buy	8,622 +482	+6%	+$20.6K	0.03%	287
2023 Q3	$368K	Sell	8,140 -918	-10%	-$40.2K	0.04%	250
2023 Q2	$368K	Buy	9,058 +934	+11%	+$38K	0.04%	242
2023 Q1	$336K	Sell	8,124 -1,350	-14%	-$57.7K	0.04%	252
2022 Q4	$414K	Buy	+9,474	New	+$412K	0.05%	230

Other funds holding XLE

FMI

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

JMFC

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Cyndeo Wealth Partners's XLE Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q2 2026, buying an estimated $108K and bringing the position to 13,618 shares worth $723K. The position accounts for 0.03% of the portfolio, ranked #300.

Cyndeo Wealth Partners first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. 502 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cyndeo Wealth Partners held 13,618 shares of State Street Energy Select Sector SPDR ETF worth $723K as of Q2 2026.
Cyndeo Wealth Partners bought 1,882 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $108K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #300 holding.
Cyndeo Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
502 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.