McCarley & Cook Financial Planners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$4.24K	Hold	69	–	–	﹤0.01%	211
2026 Q2	$3.66K	Hold	69	–	–	﹤0.01%	201
2026 Q1	$4.23K	Hold	69	–	–	﹤0.01%	203
2025 Q4	$3.08K	Buy	+69	New	+$3.07K	﹤0.01%	203

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

McCarley & Cook Financial Planners's XLE Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 69 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

McCarley & Cook Financial Planners first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. 704 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

McCarley & Cook Financial Planners held 69 shares of State Street Energy Select Sector SPDR ETF worth $4.24K as of Q3 2026.
McCarley & Cook Financial Planners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #211 holding.
McCarley & Cook Financial Planners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
704 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.