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

Berkeley Capital Partners’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 Q1	–	Sell	-14,344	Closed	-$641K	–	197
2025 Q4	$641K	Buy	+14,344	New	+$639K	0.15%	119
2024 Q1	–	Sell	-6,810	Closed	-$285K	–	173
2023 Q4	$285K	Buy	+6,810	New	+$291K	0.09%	139
2022 Q3	–	Sell	-19,136	Closed	-$684K	–	140
2022 Q2	$684K	Sell	19,136 -1,888	-9%	-$75.7K	0.28%	68
2022 Q1	$804K	Sell	21,024 -200	-0.9%	-$6.93K	0.32%	61
2021 Q4	$589K	Buy	21,224 +2,756	+15%	+$77.9K	0.24%	67
2021 Q3	$481K	Buy	+18,468	New	+$458K	0.22%	69
2021 Q1	–	Sell	-19,652	Closed	-$372K	–	139
2020 Q4	$372K	Buy	+19,652	New	+$339K	0.19%	76

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Berkeley Capital Partners's XLE Position: Q1 2026 in Review

Berkeley Capital Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 14,344 shares — an estimated $641K sold.

Berkeley Capital Partners first reported a position in XLE in Q4 2020 and held it in 7 quarters. The position peaked at $804K in Q1 2022. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Berkeley Capital Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Berkeley Capital Partners sold 14,344 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $641K.
Berkeley Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
Berkeley Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $804K in Q1 2022.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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