Arcus Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Arcus Capital Partners’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 Q2	–	Sell	-8,716	Closed	-$534K	–	127
2026 Q1	$534K	Sell	8,716 -9,947	-53%	-$534K	0.19%	71
2025 Q4	$834K	Buy	18,663 +10,069	+117%	+$448K	0.3%	61
2025 Q3	$384K	Buy	8,594 +162	+2%	+$7.09K	0.17%	85
2025 Q2	$358K	Buy	8,432 +184	+2%	+$7.66K	0.15%	90
2025 Q1	$385K	Buy	8,248 +258	+3%	+$11.6K	0.15%	80
2024 Q4	$377K	Sell	7,990 -130	-2%	-$5.91K	0.12%	78
2024 Q3	$356K	Buy	8,120 +66	+0.8%	+$2.95K	0.13%	79
2024 Q2	$367K	Buy	8,054 +64	+0.8%	+$2.98K	0.14%	80
2024 Q1	$377K	Buy	7,990 +62	+0.8%	+$2.66K	0.12%	78
2023 Q4	$332K	Buy	7,928 +72	+0.9%	+$3.08K	0.12%	74
2023 Q3	$355K	Sell	7,856 -2	-0%	-$88	0.11%	78
2023 Q2	$319K	Buy	7,858 +70	+0.9%	+$2.85K	0.1%	88
2023 Q1	$323K	Buy	7,788 +80	+1%	+$3.42K	0.11%	82
2022 Q4	$337K	Buy	7,708 +76	+1%	+$3.31K	0.13%	71
2022 Q3	$275K	Buy	7,632 +128	+2%	+$4.84K	0.12%	84
2022 Q2	$268K	Buy	7,504 +80	+1%	+$3.21K	0.12%	80
2022 Q1	$284K	Sell	7,424 -1,064	-13%	-$36.9K	0.1%	86
2021 Q4	$236K	Buy	+8,488	New	+$240K	0.08%	99
2019 Q3	–	Sell	-704	Closed	-$22K	–	132
2019 Q2	$22K	Buy	+704	New	+$22.5K	0.01%	109
2018 Q1	–	Sell	-30,256	Closed	-$1.09M	–	125
2017 Q4	$1.09M	Sell	30,256 -194	-0.6%	-$6.68K	0.62%	40
2017 Q3	$1.04M	Buy	30,450 +24	+0.1%	+$781	0.55%	51
2017 Q2	$988K	Buy	30,426 +610	+2%	+$20.5K	0.62%	44
2017 Q1	$1.04M	Buy	29,816 +976	+3%	+$35.3K	0.66%	43
2016 Q4	$1.09M	Buy	+28,840	New	+$1.04M	0.73%	26

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Arcus Capital Partners's XLE Position: Q2 2026 in Review

Arcus Capital Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 8,716 shares — an estimated $534K sold.

Arcus Capital Partners first reported a position in XLE in Q4 2016 and held it in 24 quarters. The position peaked at $1.09M in Q4 2017. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Arcus Capital Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Arcus Capital Partners sold 8,716 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $534K.
Arcus Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 24 quarters.
Arcus Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.09M in Q4 2017.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Arcus Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.