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

Caldwell Sutter 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
2026 Q1	$1.1M	Sell	17,881 -931	-5%	-$49.9K	0.45%	60
2025 Q4	$841K	Sell	18,812 -320	-2%	-$14.3K	0.36%	76
2025 Q3	$855K	Sell	19,132 -120	-0.6%	-$5.25K	0.37%	73
2025 Q2	$816K	Sell	19,252 -344	-2%	-$14.3K	0.37%	71
2025 Q1	$916K	Sell	19,596 -170	-0.9%	-$7.67K	0.44%	61
2024 Q4	$847K	Buy	19,766 +1,000	+5%	+$45.4K	0.39%	70
2024 Q3	$824K	Hold	18,766	–	–	0.38%	68
2024 Q2	$855K	Sell	18,766 -1,000	-5%	-$46.6K	0.42%	65
2024 Q1	$933K	Hold	19,766	–	–	0.45%	64
2023 Q4	$829K	Buy	19,766 +942	+5%	+$40.3K	0.42%	65
2023 Q3	$851K	Sell	18,824 -84	-0.4%	-$3.67K	0.47%	61
2023 Q2	$767K	Buy	18,908 +1,138	+6%	+$46.4K	0.4%	73
2023 Q1	$736K	Hold	17,770	–	–	0.54%	49
2022 Q4	$777K	Buy	+17,770	New	+$774K	0.69%	44

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

Caldwell Sutter Capital's XLE Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.9% in Q1 2026, selling an estimated $49.9K and leaving 17,881 shares worth $1.1M. The position accounts for 0.45% of the portfolio, ranked #60.

Caldwell Sutter Capital first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Caldwell Sutter Capital held 17,881 shares of State Street Energy Select Sector SPDR ETF worth $1.1M as of Q1 2026.
Caldwell Sutter Capital sold 931 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $49.9K.
State Street Energy Select Sector SPDR ETF made up 0.45% of Caldwell Sutter Capital's portfolio in Q1 2026, its #60 holding.
Caldwell Sutter Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.