Aristotle Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aristotle Capital Management’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	$277K	Buy	+5,215	New	+$298K	﹤0.01%	190
2016 Q1	–	Sell	-91,276	Closed	-$2.75M	–	127
2015 Q4	$2.75M	Buy	+91,276	New	+$3M	0.03%	71

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 22.9% 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

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

Aristotle Capital Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,215 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Aristotle Capital Management previously reported a position in XLE as recently as Q4 2015.

Aristotle Capital Management first reported a position in XLE in Q4 2015 and has held it in 2 quarters since. The position peaked at $2.75M in Q4 2015. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Aristotle Capital Management held 5,215 shares of State Street Energy Select Sector SPDR ETF worth $277K as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Aristotle Capital Management position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Aristotle Capital Management's portfolio in Q2 2026, its #190 holding.
Aristotle Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 2 quarters since.
Aristotle Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $2.75M in Q4 2015.
2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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