Clark Capital Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clark Capital Management Group’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	$264K	Buy	4,976 +10	+0.2%	+$572	﹤0.01%	481
2026 Q1	$304K	Buy	4,966 +280	+6%	+$15K	﹤0.01%	435
2025 Q4	$210K	Buy	+4,686	New	+$209K	﹤0.01%	488
2024 Q2	–	Sell	-5,028	Closed	-$237K	–	434
2024 Q1	$237K	Buy	+5,028	New	+$216K	﹤0.01%	371
2017 Q1	–	Sell	-159,674	Closed	-$6.01M	–	323
2016 Q4	$6.01M	Buy	+159,674	New	+$5.77M	0.31%	100
2016 Q1	–	Sell	-51,360	Closed	-$1.55M	–	357
2015 Q4	$1.55M	Buy	+51,360	New	+$1.69M	0.13%	156
2014 Q4	–	Sell	-49,578	Closed	-$2.25M	–	343
2014 Q3	$2.25M	Sell	49,578 -250,734	-83%	-$12.1M	0.19%	89
2014 Q2	$15M	Buy	300,312 +246,250	+455%	+$11.7M	1.25%	12
2014 Q1	$2.41M	Buy	54,062 +35,912	+198%	+$1.55M	0.21%	99
2013 Q4	$803K	Sell	18,150 -80,144	-82%	-$3.45M	0.07%	148
2013 Q3	$4.08M	Buy	+98,294	New	+$4.05M	0.32%	75

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Clark Capital Management Group's XLE Position: Q2 2026 in Review

Clark Capital Management Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.2% in Q2 2026, buying an estimated $572 and bringing the position to 4,976 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Clark Capital Management Group first reported a position in XLE in Q3 2013 and has held it in 11 quarters since. The position peaked at $15M in Q2 2014. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Clark Capital Management Group held 4,976 shares of State Street Energy Select Sector SPDR ETF worth $264K as of Q2 2026.
Clark Capital Management Group bought 10 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $572.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #481 holding.
Clark Capital Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2013 and has held it in 11 quarters since.
Clark Capital Management Group's State Street Energy Select Sector SPDR ETF position peaked at $15M in Q2 2014.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.