Bearing Point Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$290K Sell
4,730
-4,400
-48% -$236K 0.05% 151
2025
Q4
$408K Buy
+9,130
New +$407K 0.06% 152
2025
Q1
Sell
-7,800
Closed -$334K 175
2024
Q4
$334K Buy
+7,800
New +$354K 0.07% 135

Other funds holding XLE

Bearing Point Capital's XLE Position: Q1 2026 in Review

Bearing Point Capital reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 48% in Q1 2026, selling an estimated $236K and leaving 4,730 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #151.

Bearing Point Capital first reported a position in XLE in Q4 2024 and has held it in 3 quarters since. The position peaked at $408K in Q4 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Bearing Point Capital held 4,730 shares of State Street Energy Select Sector SPDR ETF worth $290K as of Q1 2026.
  • Bearing Point Capital sold 4,400 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $236K.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Bearing Point Capital's portfolio in Q1 2026, its #151 holding.
  • Bearing Point Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
  • Bearing Point Capital's State Street Energy Select Sector SPDR ETF position peaked at $408K in Q4 2025.
  • 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.