Banco BTG Pactual’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Banco BTG Pactual’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
2024 Q3	–	Sell	-220,000	Closed	-$10.3M	–	222
2024 Q2	$10.3M	Buy	+220,000	New	+$10.2M	1.6%	20
2023 Q4	–	Sell	-518,000	Closed	-$23.4M	–	178
2023 Q3	$23.4M	Buy	518,000 +300,000	+138%	+$13.1M	5.63%	4
2023 Q2	$8.85M	Buy	+218,000	New	+$8.88M	3.41%	10
2021 Q3	–	Sell	-45,600	Closed	-$1.23M	–	134
2021 Q2	$1.23M	Buy	+45,600	New	+$1.19M	0.81%	28
2020 Q2	–	Sell	-21,600	Closed	-$314K	–	99
2020 Q1	$314K	Buy	+21,600	New	+$512K	0.33%	47
2017 Q1	–	Sell	-1,590	Closed	-$302K	–	123
2016 Q4	$302K	Buy	+1,590	New	+$57.5K	0.16%	64

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

Banco BTG Pactual's XLE Position: Q1 2026 in Review

Banco BTG Pactual opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 255,502 shares worth $15.7M. The stake represents 1.37% of the portfolio and ranks #23 among its holdings. This is a return to the name: Banco BTG Pactual previously reported a position in XLE as recently as Q3 2025.

Banco BTG Pactual first reported a position in XLE in Q2 2022 and has held it in 15 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Banco BTG Pactual held 255,502 shares of State Street Energy Select Sector SPDR ETF worth $15.7M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Banco BTG Pactual position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 1.37% of Banco BTG Pactual's portfolio in Q1 2026, its #23 holding.
Banco BTG Pactual first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Banco BTG Pactual's 13F filing for Q1 2026, filed 13 May 2026.