Madrona Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Madrona Financial Services’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	$9.75M	Buy	183,490 +7,656	+4%	+$438K	1.8%	19
2026 Q1	$10.8M	Buy	+175,834	New	+$9.43M	2.36%	17
2023 Q4	–	Sell	-35,600	Closed	-$1.61M	–	104
2023 Q3	$1.61M	Sell	35,600 -124,318	-78%	-$5.44M	0.73%	30
2023 Q2	$6.49M	Sell	159,918 -17,710	-10%	-$721K	3.17%	7
2023 Q1	$7.36M	Sell	177,628 -9,998	-5%	-$427K	3.95%	7
2022 Q4	$8.21M	Sell	187,626 -4,114	-2%	-$179K	4.7%	7
2022 Q3	$6.91M	Buy	191,740 +2,608	+1%	+$98.6K	4.26%	6
2022 Q2	$6.76M	Buy	189,132 +21,772	+13%	+$873K	3.96%	8
2022 Q1	$6.48M	Buy	+167,360	New	+$5.8M	3.17%	11
2020 Q1	–	Sell	-66,782	Closed	-$2M	–	61
2019 Q4	$2M	Sell	66,782 -36	-0.1%	-$1.07K	1.46%	23
2019 Q3	$1.98M	Buy	66,818 +644	+1%	+$19.5K	1.45%	23
2019 Q2	$2.11M	Buy	+66,174	New	+$2.12M	1.96%	18

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

Madrona Financial Services's XLE Position: Q2 2026 in Review

Madrona Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.4% in Q2 2026, buying an estimated $438K and bringing the position to 183,490 shares worth $9.75M. The position accounts for 1.8% of the portfolio, ranked #19.

Madrona Financial Services first reported a position in XLE in Q2 2019 and has held it in 12 quarters since. The position peaked at $10.8M in Q1 2026. 502 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Madrona Financial Services held 183,490 shares of State Street Energy Select Sector SPDR ETF worth $9.75M as of Q2 2026.
Madrona Financial Services bought 7,656 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $438K.
State Street Energy Select Sector SPDR ETF made up 1.8% of Madrona Financial Services's portfolio in Q2 2026, its #19 holding.
Madrona Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and has held it in 12 quarters since.
Madrona Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $10.8M in Q1 2026.
502 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.