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

Dorato Capital 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 		$74.2K Hold
1,348
– – 0.05% 154
2026
Q1 		$78.3K Hold
1,348
– – 0.06% 147
2025
Q4 		$64.8K Buy
+1,348
New +$60K 0.05% 158

Other funds holding XLE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Dorato Capital Management's XLE Position: Q2 2026 in Review

Dorato Capital Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 1,348 shares worth $74.2K. The position accounts for 0.05% of the portfolio, ranked #154.

Dorato Capital Management first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $78.3K in Q1 2026. 1,274 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Dorato Capital Management held 1,348 shares of State Street Energy Select Sector SPDR ETF worth $74.2K as of Q2 2026.
  • Dorato Capital Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Dorato Capital Management's portfolio in Q2 2026, its #154 holding.
  • Dorato Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $78.3K in Q1 2026.
  • 1,274 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.