Bramshill Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bramshill Investments’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	-8,000	Closed	-$358K	–	191
2025 Q4	$358K	Sell	8,000 -9,000	-53%	-$401K	0.02%	136
2025 Q3	$759K	Buy	17,000 +6,000	+55%	+$263K	0.05%	87
2025 Q2	$466K	Buy	11,000 +1,000	+10%	+$41.6K	0.05%	128
2025 Q1	$467K	Sell	10,000 -6,000	-38%	-$271K	0.05%	120
2024 Q4	$685K	Buy	+16,000	New	+$727K	0.11%	89
2024 Q3	–	Sell	-3,260	Closed	-$149K	–	190
2024 Q2	$149K	Buy	+3,260	New	+$152K	0.02%	127
2024 Q1	–	Sell	-4,860	Closed	-$204K	–	215
2023 Q4	$204K	Buy	4,860 +1,600	+49%	+$68.4K	0.02%	117
2023 Q3	$147K	Hold	3,260	–	–	0.02%	93
2023 Q2	$132K	Hold	3,260	–	–	0.01%	121
2023 Q1	$135K	Hold	3,260	–	–	0.02%	121
2022 Q4	$143K	Hold	3,260	–	–	0.02%	121
2022 Q3	$117K	Buy	+3,260	New	+$123K	0.02%	121
2021 Q4	–	Sell	-16,220	Closed	-$422K	–	144
2021 Q3	$422K	Buy	+16,220	New	+$402K	0.04%	111
2020 Q3	–	Sell	-70,000	Closed	-$1.32M	–	137
2020 Q2	$1.32M	Sell	70,000 -130,000	-65%	-$2.42M	0.21%	43
2020 Q1	$2.91M	Buy	+200,000	New	+$4.74M	0.55%	30
2019 Q2	–	Sell	-51,794	Closed	-$1.71M	–	116
2019 Q1	$1.71M	Buy	51,794 +27,098	+110%	+$870K	0.28%	27
2018 Q4	$708K	Buy	+24,696	New	+$826K	0.11%	68
2018 Q3	–	Sell	-422	Closed	-$16K	–	201
2018 Q2	$16K	Sell	422 -38,196	-99%	-$1.42M	0.01%	107
2018 Q1	$1.3M	Buy	38,618 +2,362	+7%	+$83.6K	0.42%	36
2017 Q4	$1.31M	Buy	36,256 +42	+0.1%	+$1.45K	0.37%	39
2017 Q3	$1.24M	Buy	36,214 +10,936	+43%	+$356K	0.37%	51
2017 Q2	$821K	Buy	+25,278	New	+$850K	0.23%	66

Other funds holding XLE

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

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bramshill Investments's XLE Position: Q1 2026 in Review

Bramshill Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 8,000 shares — an estimated $358K sold.

Bramshill Investments first reported a position in XLE in Q2 2017 and held it in 22 quarters. The position peaked at $2.91M in Q1 2020. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Bramshill Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Bramshill Investments sold 8,000 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $358K.
Bramshill Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and held it in 22 quarters.
Bramshill Investments's State Street Energy Select Sector SPDR ETF position peaked at $2.91M in Q1 2020.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.