ArchPoint Investors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

ArchPoint Investors’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	$282K	Sell	4,600 -5,221	-53%	-$280K	0.07%	67
2025 Q4	$439K	Buy	9,821 +2,801	+40%	+$125K	0.1%	61
2025 Q3	$314K	Buy	+7,020	New	+$307K	0.09%	62
2025 Q2	–	Sell	-5,860	Closed	-$274K	–	73
2025 Q1	$274K	Hold	5,860	–	–	0.09%	61
2024 Q4	$251K	Buy	5,860 +2	+0%	+$91	0.08%	61
2024 Q3	$257K	Hold	5,858	–	–	0.09%	65
2024 Q2	$267K	Hold	5,858	–	–	0.1%	64
2024 Q1	$277K	Buy	+5,858	New	+$252K	0.12%	61
2021 Q2	–	Sell	-50,000	Closed	-$1.23M	–	116
2021 Q1	$1.23M	Hold	50,000	–	–	0.35%	44
2020 Q4	$948K	Buy	+50,000	New	+$862K	0.26%	61
2020 Q2	–	Sell	-40,000	Closed	-$581K	–	131
2020 Q1	$581K	Buy	40,000 +30,000	+300%	+$712K	0.23%	48
2019 Q4	$309K	Buy	+10,000	New	+$297K	0.09%	86
2016 Q3	–	Sell	-316	Closed	-$11K	–	144
2016 Q2	$11K	Buy	316 +2	+0.6%	+$66	0.01%	132
2016 Q1	$10K	Buy	314 +178	+131%	+$5.16K	0.01%	127
2015 Q4	$4K	Buy	+136	New	+$4.48K	﹤0.01%	147

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

ArchPoint Investors's XLE Position: Q1 2026 in Review

ArchPoint Investors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 53% in Q1 2026, selling an estimated $280K and leaving 4,600 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #67.

ArchPoint Investors first reported a position in XLE in Q4 2015 and has held it in 15 quarters since. The position peaked at $1.23M in Q1 2021. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

ArchPoint Investors held 4,600 shares of State Street Energy Select Sector SPDR ETF worth $282K as of Q1 2026.
ArchPoint Investors sold 5,221 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $280K.
State Street Energy Select Sector SPDR ETF made up 0.07% of ArchPoint Investors's portfolio in Q1 2026, its #67 holding.
ArchPoint Investors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 15 quarters since.
ArchPoint Investors's State Street Energy Select Sector SPDR ETF position peaked at $1.23M in Q1 2021.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on ArchPoint Investors's 13F filing for Q1 2026, filed 14 May 2026.