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 $1.55T 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

Banco BTG Pactual's XLE Position: Q2 2026 in Review

Banco BTG Pactual increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 69% in Q2 2026, buying an estimated $10M and bringing the position to 431,202 shares worth $22.9M. The position accounts for 1.93% of the portfolio, ranked #16.

Banco BTG Pactual first reported a position in XLE in Q2 2022 and has held it in 16 quarters since. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Banco BTG Pactual held 431,202 shares of State Street Energy Select Sector SPDR ETF worth $22.9M as of Q2 2026.
Banco BTG Pactual bought 175,700 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $10M.
State Street Energy Select Sector SPDR ETF made up 1.93% of Banco BTG Pactual's portfolio in Q2 2026, its #16 holding.
Banco BTG Pactual first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Banco BTG Pactual's 13F filing for Q2 2026, filed 7 Aug 2026.