Calamos Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Calamos Wealth Management’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 Q2	$1.61M	Sell	30,359 -2,713	-8%	-$155K	0.05%	164
2026 Q1	$2.03M	Buy	33,072 +21,491	+186%	+$1.15M	0.07%	142
2025 Q4	$518K	Buy	11,581 +2,519	+28%	+$112K	0.02%	269
2025 Q3	$405K	Hold	9,062	–	–	0.01%	291
2025 Q2	$384K	Buy	9,062 +138	+2%	+$5.75K	0.02%	263
2025 Q1	$417K	Buy	8,924 +3,526	+65%	+$159K	0.02%	232
2024 Q4	$231K	Buy	+5,398	New	+$245K	0.01%	282

Other funds holding XLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Calamos Wealth Management's XLE Position: Q2 2026 in Review

Calamos Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.2% in Q2 2026, selling an estimated $155K and leaving 30,359 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #164.

Calamos Wealth Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Calamos Wealth Management held 30,359 shares of State Street Energy Select Sector SPDR ETF worth $1.61M as of Q2 2026.
Calamos Wealth Management sold 2,713 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $155K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Calamos Wealth Management's portfolio in Q2 2026, its #164 holding.
Calamos Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Calamos Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.03M in Q1 2026.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.