Clear Harbor Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clear Harbor Asset 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 Q2	$592K	Sell	11,146 -60	-0.5%	-$3.43K	0.04%	289
2026 Q1	$686K	Buy	+11,206	New	+$601K	0.05%	268
2020 Q4	–	Sell	-448	Closed	-$6.71K	–	740
2020 Q3	$6.71K	Buy	+448	New	+$7.96K	﹤0.01%	638

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

Clear Harbor Asset Management's XLE Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.54% in Q2 2026, selling an estimated $3.43K and leaving 11,146 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #289.

Clear Harbor Asset Management first reported a position in XLE in Q3 2020 and has held it in 3 quarters since. The position peaked at $686K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Clear Harbor Asset Management held 11,146 shares of State Street Energy Select Sector SPDR ETF worth $592K as of Q2 2026.
Clear Harbor Asset Management sold 60 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.43K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Clear Harbor Asset Management's portfolio in Q2 2026, its #289 holding.
Clear Harbor Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 3 quarters since.
Clear Harbor Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $686K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.