Capital Insight Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Capital Insight Partners’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	-176,410	Closed	-$7.89M	–	123
2025 Q4	$7.89M	Sell	176,410 -37,378	-17%	-$1.66M	1.67%	17
2025 Q3	$9.55M	Sell	213,788 -9,034	-4%	-$396K	1.58%	18
2025 Q2	$9.45M	Sell	222,822 -20,524	-8%	-$855K	1.64%	15
2025 Q1	$11.4M	Buy	243,346 +15,360	+7%	+$693K	1.98%	10
2024 Q4	$9.76M	Buy	227,986 +10,954	+5%	+$498K	1.69%	11
2024 Q3	$9.53M	Buy	217,032 +14,052	+7%	+$628K	1.67%	12
2024 Q2	$9.25M	Buy	202,980 +5,710	+3%	+$266K	1.75%	8
2024 Q1	$9.31M	Buy	197,270 +7,514	+4%	+$323K	1.74%	9
2023 Q4	$7.95M	Buy	189,756 +6,684	+4%	+$286K	1.63%	11
2023 Q3	$8.27M	Buy	183,072 +6,192	+4%	+$271K	1.88%	9
2023 Q2	$7.18M	Buy	176,880 +6,564	+4%	+$267K	1.61%	11
2023 Q1	$7.05M	Buy	170,316 +4,800	+3%	+$205K	1.66%	12
2022 Q4	$7.24M	Buy	165,516 +53,168	+47%	+$2.31M	1.88%	10
2022 Q3	$4.05M	Sell	112,348 -18,610	-14%	-$704K	1.09%	20
2022 Q2	$4.68M	Sell	130,958 -2,344	-2%	-$94K	1.09%	22
2022 Q1	$5.09M	Sell	133,302 -7,634	-5%	-$264K	1.04%	22
2021 Q4	$3.91M	Buy	140,936 +1,732	+1%	+$48.9K	0.8%	44
2021 Q3	$3.63M	Buy	139,204 +2,798	+2%	+$69.3K	0.79%	37
2021 Q2	$3.67M	Buy	136,406 +2,672	+2%	+$69.5K	0.83%	37
2021 Q1	$3.28M	Buy	133,734 +3,088	+2%	+$71.2K	0.8%	38
2020 Q4	$2.48M	Buy	130,646 +1,226	+0.9%	+$21.1K	0.62%	60
2020 Q3	$1.94M	Buy	129,420 +27,714	+27%	+$492K	0.54%	69
2020 Q2	$1.93M	Buy	101,706 +24,634	+32%	+$458K	0.61%	58
2020 Q1	$1.12M	Buy	+77,072	New	+$1.83M	0.59%	58

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Capital Insight Partners's XLE Position: Q1 2026 in Review

Capital Insight Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 176,410 shares — an estimated $7.89M sold.

Capital Insight Partners first reported a position in XLE in Q1 2020 and held it in 24 quarters. The position peaked at $11.4M in Q1 2025. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Capital Insight Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 176,410 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $7.89M.
Capital Insight Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 24 quarters.
Capital Insight Partners's State Street Energy Select Sector SPDR ETF position peaked at $11.4M in Q1 2025.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.