Continental Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Continental Advisors’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
2022 Q1	–	Sell	-120,000	Closed	-$3.33M	–	64
2021 Q4	$3.33M	Sell	120,000 -40,000	-25%	-$1.13M	1.4%	25
2021 Q3	$4.17M	Buy	160,000 +10,000	+7%	+$248K	1.77%	23
2021 Q2	$4.04M	Sell	150,000 -10,000	-6%	-$260K	1.86%	17
2021 Q1	$3.92M	Sell	160,000 -182,000	-53%	-$4.2M	1.82%	19
2020 Q4	$6.48M	Buy	342,000 +42,000	+14%	+$724K	2.96%	6
2020 Q3	$4.49M	Buy	300,000 +160,000	+114%	+$2.84M	2.38%	6
2020 Q2	$2.65M	Hold	140,000	–	–	1.42%	21
2020 Q1	$2.03M	Buy	+140,000	New	+$3.32M	1.51%	26

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

Continental Advisors's XLE Position: Q1 2026 in Review

Continental Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 48% in Q1 2026, selling an estimated $1.88M and leaving 38,000 shares worth $2.33M. The position accounts for 1.19% of the portfolio, ranked #33.

Continental Advisors first reported a position in XLE in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.31M in Q1 2022. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Continental Advisors held 38,000 shares of State Street Energy Select Sector SPDR ETF worth $2.33M as of Q1 2026.
Continental Advisors sold 35,000 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.88M.
State Street Energy Select Sector SPDR ETF made up 1.19% of Continental Advisors's portfolio in Q1 2026, its #33 holding.
Continental Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Continental Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.31M in Q1 2022.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Continental Advisors's 13F filing for Q1 2026, filed 15 May 2026.