Burns Matteson Capital Management’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
Q2
Sell
-3,435
Closed -$210K 259
2026
Q1
$210K Buy
+3,435
New +$184K 0.08% 185
2025
Q2
Sell
-4,990
Closed -$233K 220
2025
Q1
$233K Buy
4,990
+60
+1% +$2.71K 0.13% 144
2024
Q4
$211K Buy
+4,930
New +$224K 0.12% 143
2023
Q2
Sell
-11,078
Closed -$459K 189
2023
Q1
$459K Buy
11,078
+1,366
+14% +$58.4K 0.29% 99
2022
Q4
$425K Buy
9,712
+1,136
+13% +$49.5K 0.28% 105
2022
Q3
$309K Buy
8,576
+2,022
+31% +$76.5K 0.23% 63
2022
Q2
$234K Buy
+6,554
New +$263K 0.16% 107

Other funds holding XLE

Burns Matteson Capital Management's XLE Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,435 shares — an estimated $210K sold.

Burns Matteson Capital Management first reported a position in XLE in Q2 2022 and held it in 7 quarters. The position peaked at $459K in Q1 2023. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Burns Matteson Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Burns Matteson Capital Management sold 3,435 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $210K.
  • Burns Matteson Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 7 quarters.
  • Burns Matteson Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $459K in Q1 2023.
  • 2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.