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 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 $1.37T 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

Clark Capital Management Group's XLE Position: Q1 2026 in Review

Clark Capital Management Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6% in Q1 2026, buying an estimated $15K and bringing the position to 4,966 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Clark Capital Management Group first reported a position in XLE in Q3 2013 and has held it in 10 quarters since. The position peaked at $15M in Q2 2014. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Clark Capital Management Group held 4,966 shares of State Street Energy Select Sector SPDR ETF worth $304K as of Q1 2026.
Clark Capital Management Group bought 280 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $15K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #435 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 10 quarters since.
Clark Capital Management Group's State Street Energy Select Sector SPDR ETF position peaked at $15M in Q2 2014.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.