Advisors Capital 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
$460K Buy
8,666
+1,894
+28% +$108K ﹤0.01% 447
2026
Q1
$415K Sell
6,772
-9,526
-58% -$511K ﹤0.01% 424
2025
Q4
$729K Buy
16,298
+9,640
+145% +$429K 0.01% 347
2025
Q3
$297K Buy
6,658
+580
+10% +$25.4K ﹤0.01% 478
2025
Q2
$258K Sell
6,078
-654
-10% -$27.2K ﹤0.01% 465
2025
Q1
$315K Buy
+6,732
New +$304K ﹤0.01% 429
2024
Q3
Sell
-13,714
Closed -$625K 519
2024
Q2
$625K Sell
13,714
-218
-2% -$10.2K 0.01% 335
2024
Q1
$658K Sell
13,932
-1,184
-8% -$50.9K 0.01% 325
2023
Q4
$634K Buy
15,116
+2,690
+22% +$115K 0.01% 325
2023
Q3
$562K Sell
12,426
-200
-2% -$8.75K 0.01% 294
2023
Q2
$512K Buy
12,626
+644
+5% +$26.2K 0.01% 311
2023
Q1
$496K Buy
+11,982
New +$512K 0.01% 308
2022
Q4
Sell
-11,782
Closed -$548K 466
2022
Q3
$548K Buy
+11,782
New +$446K 0.01% 310

Other funds holding XLE

Advisors Capital Management's XLE Position: Q2 2026 in Review

Advisors Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 28% in Q2 2026, buying an estimated $108K and bringing the position to 8,666 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Advisors Capital Management first reported a position in XLE in Q3 2022 and has held it in 13 quarters since. The position peaked at $729K in Q4 2025. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Advisors Capital Management held 8,666 shares of State Street Energy Select Sector SPDR ETF worth $460K as of Q2 2026.
  • Advisors Capital Management bought 1,894 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $108K.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #447 holding.
  • Advisors Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 13 quarters since.
  • Advisors Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $729K in Q4 2025.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.