Callan Family Office’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Callan Family Office’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	$1.62M	Sell	26,420 -1,627	-6%	-$87.3K	0.04%	417
2025 Q4	$1.25M	Buy	28,047 +1,547	+6%	+$68.9K	0.03%	476
2025 Q3	$1.18M	Sell	26,500 -8,374	-24%	-$367K	0.04%	348
2025 Q2	$1.48M	Hold	34,874	–	–	0.05%	319
2025 Q1	$1.63M	Buy	34,874 +9,290	+36%	+$419K	0.12%	151
2024 Q4	$1.1M	Buy	25,584 +20,132	+369%	+$915K	0.07%	233
2024 Q3	$239K	Buy	+5,452	New	+$244K	0.04%	162
2023 Q3	–	Sell	-6,454	Closed	-$262K	–	115
2023 Q2	$262K	Sell	6,454 -2,728	-30%	-$111K	0.07%	93
2023 Q1	$380K	Buy	9,182 +52	+0.6%	+$2.22K	0.09%	114
2022 Q4	$399K	Buy	+9,130	New	+$397K	0.13%	65

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

Callan Family Office's XLE Position: Q1 2026 in Review

Callan Family Office reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.8% in Q1 2026, selling an estimated $87.3K and leaving 26,420 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #417.

Callan Family Office first reported a position in XLE in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.63M in Q1 2025. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Callan Family Office held 26,420 shares of State Street Energy Select Sector SPDR ETF worth $1.62M as of Q1 2026.
Callan Family Office sold 1,627 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $87.3K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Callan Family Office's portfolio in Q1 2026, its #417 holding.
Callan Family Office first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
Callan Family Office's State Street Energy Select Sector SPDR ETF position peaked at $1.63M in Q1 2025.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.