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

Constitution Capital’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	$803K	Sell	15,125 -355	-2%	-$20.3K	0.41%	37
2026 Q1	$948K	Sell	15,480 -596	-4%	-$32K	0.47%	33
2025 Q4	$719K	Buy	16,076 +160	+1%	+$7.13K	0.34%	39
2025 Q3	$711K	Sell	15,916 -4,540	-22%	-$199K	0.33%	39
2025 Q2	$867K	Sell	20,456 -354	-2%	-$14.7K	0.44%	35
2025 Q1	$972K	Sell	20,810 -800	-4%	-$36.1K	0.54%	33
2024 Q4	$926K	Buy	21,610 +12,900	+148%	+$586K	0.52%	29
2024 Q3	$382K	Buy	8,710 +1,200	+16%	+$53.6K	0.2%	42
2024 Q2	$342K	Buy	7,510 +10	+0.1%	+$466	0.18%	50
2024 Q1	$354K	Buy	7,500 +1,000	+15%	+$43K	0.2%	46
2023 Q4	$272K	Sell	6,500 -1,800	-22%	-$77K	0.16%	51
2023 Q3	$375K	Sell	8,300 -200	-2%	-$8.75K	0.26%	44
2023 Q2	$345K	Sell	8,500 -296	-3%	-$12.1K	0.2%	52
2023 Q1	$364K	Sell	8,796 -154	-2%	-$6.58K	0.22%	49
2022 Q4	$391K	Buy	8,950 +1,800	+25%	+$78.4K	0.24%	50
2022 Q3	$257K	Buy	7,150 +800	+13%	+$30.3K	0.17%	50
2022 Q2	$227K	Sell	6,350 -600	-9%	-$24.1K	0.15%	55
2022 Q1	$266K	Buy	+6,950	New	+$241K	0.15%	53

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Constitution Capital's XLE Position: Q2 2026 in Review

Constitution Capital reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.3% in Q2 2026, selling an estimated $20.3K and leaving 15,125 shares worth $803K. The position accounts for 0.41% of the portfolio, ranked #37.

Constitution Capital first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $972K in Q1 2025. 996 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Constitution Capital held 15,125 shares of State Street Energy Select Sector SPDR ETF worth $803K as of Q2 2026.
Constitution Capital sold 355 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $20.3K.
State Street Energy Select Sector SPDR ETF made up 0.41% of Constitution Capital's portfolio in Q2 2026, its #37 holding.
Constitution Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Constitution Capital's State Street Energy Select Sector SPDR ETF position peaked at $972K in Q1 2025.
996 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Constitution Capital's 13F filing for Q2 2026, filed 9 Jul 2026.