Cambria Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cambria Investment 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 Q1	–	Sell	-4,929	Closed	-$220K	–	740
2025 Q4	$220K	Buy	+4,929	New	+$219K	0.01%	571
2017 Q2	–	Sell	-14,350	Closed	-$502K	–	232
2017 Q1	$502K	Sell	14,350 -13,856	-49%	-$501K	0.17%	156
2016 Q4	$1.06M	Hold	28,206	–	–	0.44%	113
2016 Q3	$996K	Buy	28,206 +14,104	+100%	+$483K	0.46%	114
2016 Q2	$481K	Buy	+14,102	New	+$465K	0.22%	149

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

Cambria Investment Management's XLE Position: Q1 2026 in Review

Cambria Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 4,929 shares — an estimated $220K sold.

Cambria Investment Management first reported a position in XLE in Q2 2016 and held it in 5 quarters. The position peaked at $1.06M in Q4 2016. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cambria Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Cambria Investment Management sold 4,929 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $220K.
Cambria Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and held it in 5 quarters.
Cambria Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $1.06M in Q4 2016.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.