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

Belmont Capital’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
2025 Q2	$36.5K	Hold	860	–	–	0.01%	148
2025 Q1	$40.2K	Hold	860	–	–	0.01%	148
2024 Q4	$36.8K	Sell	860 -3,910	-82%	-$178K	0.01%	105
2024 Q3	$209K	Buy	4,770 +3,910	+455%	+$175K	0.03%	115
2024 Q2	$39.2K	Sell	860 -9,254	-91%	-$431K	0.01%	163
2024 Q1	$477K	Buy	10,114 +396	+4%	+$17K	0.13%	60
2023 Q4	$407K	Buy	9,718 +266	+3%	+$11.4K	0.17%	52
2023 Q3	$427K	Buy	9,452 +40	+0.4%	+$1.75K	0.23%	43
2023 Q2	$382K	Buy	9,412 +9,332	+11,665%	+$380K	0.21%	38
2023 Q1	$3.31K	Hold	80	–	–	﹤0.01%	121
2022 Q4	$3K	Hold	80	–	–	﹤0.01%	123
2022 Q3	$3K	Sell	80 -312	-80%	-$11.8K	﹤0.01%	115
2022 Q2	$14K	Buy	392 +312	+390%	+$12.5K	0.02%	46
2022 Q1	$3K	Sell	80 -1,616	-95%	-$56K	﹤0.01%	65
2021 Q4	$47K	Hold	1,696	–	–	0.04%	32
2021 Q3	$44K	Buy	1,696 +400	+31%	+$9.91K	0.04%	34
2021 Q2	$35K	Buy	1,296 +1,216	+1,520%	+$31.6K	0.04%	35
2021 Q1	$2K	Hold	80	–	–	﹤0.01%	57
2020 Q4	$2K	Hold	80	–	–	﹤0.01%	66
2020 Q3	$1K	Hold	80	–	–	﹤0.01%	56
2020 Q2	$2K	Hold	80	–	–	﹤0.01%	57
2020 Q1	$1K	Hold	80	–	–	﹤0.01%	58
2019 Q4	$2K	Buy	+80	New	+$2.37K	﹤0.01%	51

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Belmont Capital's XLE Position: Q2 2025 in Review

Belmont Capital held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2025 at 860 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #148.

Belmont Capital first reported a position in XLE in Q4 2019 and has held it in 23 quarters since. The position peaked at $477K in Q1 2024. 1,750 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Belmont Capital held 860 shares of State Street Energy Select Sector SPDR ETF worth $36.5K as of Q2 2025.
Belmont Capital left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Energy Select Sector SPDR ETF made up 0.01% of Belmont Capital's portfolio in Q2 2025, its #148 holding.
Belmont Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
Belmont Capital's State Street Energy Select Sector SPDR ETF position peaked at $477K in Q1 2024.
1,750 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.