MCF Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MCF Advisors’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 Q1	$406K	Buy	6,621 +1,460	+28%	+$78.3K	0.02%	291
2025 Q4	$231K	Buy	5,161 +4,017	+351%	+$179K	0.01%	285
2025 Q3	$51.1K	Buy	1,144 +6	+0.5%	+$263	﹤0.01%	421
2025 Q2	$48.2K	Buy	1,138 +8	+0.7%	+$333	﹤0.01%	411
2025 Q1	$52.8K	Buy	1,130 +6	+0.5%	+$271	﹤0.01%	388
2024 Q4	$48.2K	Buy	1,124 +6	+0.5%	+$273	﹤0.01%	409
2024 Q3	$49.1K	Buy	1,118 +6	+0.5%	+$268	﹤0.01%	399
2024 Q2	$50.7K	Buy	1,112 +6	+0.5%	+$279	﹤0.01%	381
2024 Q1	$52.2K	Buy	1,106 +6	+0.5%	+$258	﹤0.01%	364
2023 Q4	$46.1K	Buy	1,100 +8	+0.7%	+$342	﹤0.01%	380
2023 Q3	$49.4K	Buy	1,092 +104	+11%	+$4.55K	﹤0.01%	352
2023 Q2	$40.1K	Sell	988 -4,200	-81%	-$171K	﹤0.01%	387
2023 Q1	$215K	Buy	5,188 +214	+4%	+$9.15K	0.02%	202
2022 Q4	$218K	Buy	4,974 +4	+0.1%	+$174	0.02%	204
2022 Q3	$179K	Buy	4,970 +8	+0.2%	+$303	0.02%	209
2022 Q2	$177K	Buy	4,962 +8	+0.2%	+$321	0.02%	198
2022 Q1	$189K	Buy	+4,954	New	+$172K	0.02%	206
2021 Q4	–	Sell	-712	Closed	-$19K	–	707
2021 Q3	$19K	Buy	712 +8	+1%	+$198	﹤0.01%	422
2021 Q2	$19K	Sell	704 -4,216	-86%	-$110K	﹤0.01%	392
2021 Q1	$121K	Buy	4,920 +4,232	+615%	+$97.6K	0.01%	201
2020 Q4	$13K	Buy	688 +8	+1%	+$138	﹤0.01%	374
2020 Q3	$10K	Buy	680 +14	+2%	+$249	﹤0.01%	386
2020 Q2	$13K	Sell	666 -420	-39%	-$7.81K	﹤0.01%	348
2020 Q1	$16K	Buy	1,086 +22	+2%	+$522	﹤0.01%	326
2019 Q4	$32K	Sell	1,064 -408	-28%	-$12.1K	﹤0.01%	291
2019 Q3	$44K	Buy	1,472 +14	+1%	+$423	0.01%	251
2019 Q2	$46K	Buy	1,458 +12	+0.8%	+$384	0.01%	235
2019 Q1	$48K	Buy	1,446 +12	+0.8%	+$385	0.01%	226
2018 Q4	$41K	Sell	1,434 -5,414	-79%	-$181K	0.01%	228
2018 Q3	$259K	Hold	6,848	–	–	0.05%	107
2018 Q2	$260K	Sell	6,848 -392	-5%	-$14.6K	0.05%	106
2018 Q1	$244K	Buy	7,240 +2	+0%	+$71	0.05%	103
2017 Q4	$261K	Buy	7,238 +34	+0.5%	+$1.17K	0.05%	96
2017 Q3	$247K	Sell	7,204 -2,946	-29%	-$95.8K	0.05%	97
2017 Q2	$329K	Buy	10,150 +58	+0.6%	+$1.95K	0.07%	72
2017 Q1	$353K	Buy	10,092 +48	+0.5%	+$1.74K	0.07%	66
2016 Q4	$378K	Sell	10,044 -88,512	-90%	-$3.2M	0.08%	63
2016 Q3	$3.48M	Buy	98,556 +576	+0.6%	+$19.7K	0.82%	17
2016 Q2	$3.34M	Sell	97,980 -164	-0.2%	-$5.41K	0.82%	18
2016 Q1	$3.04M	Buy	98,144 +55,380	+130%	+$1.61M	0.79%	18
2015 Q4	$1.29M	Buy	42,764 +39,552	+1,231%	+$1.3M	0.35%	25
2015 Q3	$98K	Buy	3,212 +3,210	+160,500%	+$108K	0.03%	138
2015 Q2	$0	Sell	2 -830	-100%	-$32.9K	﹤0.01%	451
2015 Q1	$32K	Hold	832	–	–	0.01%	225
2014 Q4	$33K	Buy	832 +302	+57%	+$12.6K	0.01%	208
2014 Q3	$24K	Buy	530 +204	+63%	+$9.88K	0.01%	239
2014 Q2	$15K	Buy	326 +2	+0.6%	+$95	﹤0.01%	271
2014 Q1	$14K	Hold	324	–	–	﹤0.01%	290
2013 Q4	$14K	Buy	324 +2	+0.6%	+$86	0.01%	258
2013 Q3	$14K	Buy	322 +2	+0.6%	+$82	0.01%	260
2013 Q2	$14K	Buy	+320	New	+$12.7K	0.01%	228

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MCF Advisors's XLE Position: Q1 2026 in Review

MCF Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 28% in Q1 2026, buying an estimated $78.3K and bringing the position to 6,621 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #291.

MCF Advisors first reported a position in XLE in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.48M in Q3 2016. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

MCF Advisors held 6,621 shares of State Street Energy Select Sector SPDR ETF worth $406K as of Q1 2026.
MCF Advisors bought 1,460 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $78.3K.
State Street Energy Select Sector SPDR ETF made up 0.02% of MCF Advisors's portfolio in Q1 2026, its #291 holding.
MCF Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
MCF Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.48M in Q3 2016.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.