McCollum Christoferson Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

McCollum Christoferson Group’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	$5.58M	Sell	104,978 -2,770	-3%	-$158K	1.64%	23
2026 Q1	$6.6M	Buy	107,748 +94,868	+737%	+$5.09M	1.98%	23
2025 Q4	$576K	Buy	12,880 +1,810	+16%	+$80.6K	0.17%	48
2025 Q3	$494K	Hold	11,070	–	–	0.14%	50
2025 Q2	$469K	Sell	11,070 -200	-2%	-$8.33K	0.14%	46
2025 Q1	$527K	Buy	11,270 +820	+8%	+$37K	0.16%	48
2024 Q4	$448K	Buy	+10,450	New	+$475K	0.13%	49

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

McCollum Christoferson Group's XLE Position: Q2 2026 in Review

McCollum Christoferson Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q2 2026, selling an estimated $158K and leaving 104,978 shares worth $5.58M. The position accounts for 1.64% of the portfolio, ranked #23.

McCollum Christoferson Group first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.6M in Q1 2026. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

McCollum Christoferson Group held 104,978 shares of State Street Energy Select Sector SPDR ETF worth $5.58M as of Q2 2026.
McCollum Christoferson Group sold 2,770 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $158K.
State Street Energy Select Sector SPDR ETF made up 1.64% of McCollum Christoferson Group's portfolio in Q2 2026, its #23 holding.
McCollum Christoferson Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
McCollum Christoferson Group's State Street Energy Select Sector SPDR ETF position peaked at $6.6M in Q1 2026.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.