Raab & Moskowitz Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$377K Buy
7,095
+11
+0.2% +$629 0.08% 157
2026
Q1
$434K Sell
7,084
-450
-6% -$24.1K 0.1% 141
2025
Q4
$337K Hold
7,534
0.07% 161
2025
Q3
$337K Buy
7,534
+48
+0.6% +$2.1K 0.08% 160
2025
Q2
$317K Buy
7,486
+360
+5% +$15K 0.08% 163
2025
Q1
$333K Buy
7,126
+810
+13% +$36.5K 0.08% 153
2024
Q4
$271K Hold
6,316
0.07% 159
2024
Q3
$277K Sell
6,316
-96
-1% -$4.29K 0.07% 159
2024
Q2
$292K Hold
6,412
0.08% 147
2024
Q1
$303K Hold
6,412
0.08% 150
2023
Q4
$269K Buy
6,412
+220
+4% +$9.41K 0.08% 149
2023
Q3
$280K Hold
6,192
0.1% 140
2023
Q2
$251K Sell
6,192
-200
-3% -$8.15K 0.09% 153
2023
Q1
$265K Buy
6,392
+58
+0.9% +$2.48K 0.1% 143
2022
Q4
$277K Buy
+6,334
New +$276K 0.11% 138
2020
Q1
Sell
-7,376
Closed -$221K 522
2019
Q4
$221K Sell
7,376
-18
-0.2% -$534 0.09% 150
2019
Q3
$218K Sell
7,394
-1,938
-21% -$58.6K 0.1% 148
2019
Q2
$297K Sell
9,332
-798
-8% -$25.5K 0.13% 135
2019
Q1
$334K Hold
10,130
0.15% 124
2018
Q4
$290K Sell
10,130
-1,800
-15% -$60.2K 0.14% 127
2018
Q3
$451K Sell
11,930
-258
-2% -$9.67K 0.19% 113
2018
Q2
$462K Buy
12,188
+4,004
+49% +$149K 0.22% 109
2018
Q1
$275K Buy
8,184
+1,000
+14% +$35.4K 0.14% 127
2017
Q4
$259K Buy
7,184
+600
+9% +$20.7K 0.13% 131
2017
Q3
$223K Buy
+6,584
New +$214K 0.11% 131
2015
Q1
Sell
-1,528
Closed -$60K 379
2014
Q4
$60K Buy
+1,528
New +$63.5K 0.03% 181

Other funds holding XLE

Raab & Moskowitz Asset Management's XLE Position: Q2 2026 in Review

Raab & Moskowitz Asset Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.16% in Q2 2026, buying an estimated $629 and bringing the position to 7,095 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #157.

Raab & Moskowitz Asset Management first reported a position in XLE in Q4 2014 and has held it in 26 quarters since. The position peaked at $462K in Q2 2018. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Raab & Moskowitz Asset Management held 7,095 shares of State Street Energy Select Sector SPDR ETF worth $377K as of Q2 2026.
  • Raab & Moskowitz Asset Management bought 11 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $629.
  • State Street Energy Select Sector SPDR ETF made up 0.08% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #157 holding.
  • Raab & Moskowitz Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 26 quarters since.
  • Raab & Moskowitz Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $462K in Q2 2018.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.