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

Barometer 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 Q3	$444K	Buy	+7,217	New	+$437K	0.13%	124
2023 Q4	–	Sell	-18,200	Closed	-$823K	–	208
2023 Q3	$823K	Buy	18,200 +800	+5%	+$35K	0.26%	58
2023 Q2	$706K	Sell	17,400 -200	-1%	-$8.15K	0.19%	83
2023 Q1	$729K	Buy	17,600 +2,200	+14%	+$94.1K	0.19%	83
2022 Q4	$674K	Buy	+15,400	New	+$670K	0.2%	76
2018 Q1	–	Sell	-124,400	Closed	-$4.5M	–	186
2017 Q4	$4.5M	Buy	+124,400	New	+$4.28M	0.41%	86

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Barometer Capital Management's XLE Position: Q3 2026 in Review

Barometer Capital Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 7,217 shares worth $444K. The stake represents 0.13% of the portfolio and ranks #124 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in XLE as recently as Q3 2023.

Barometer Capital Management first reported a position in XLE in Q4 2017 and has held it in 6 quarters since. The position peaked at $4.5M in Q4 2017. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Barometer Capital Management held 7,217 shares of State Street Energy Select Sector SPDR ETF worth $444K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Barometer Capital Management position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.13% of Barometer Capital Management's portfolio in Q3 2026, its #124 holding.
Barometer Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 6 quarters since.
Barometer Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $4.5M in Q4 2017.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Barometer Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.