Evergreen Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Evergreen Capital Management's XLE Position: Q3 2026 in Review
Evergreen Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q3 2026, buying an estimated $72.7K and bringing the position to 112,501 shares worth $6.92M. The position accounts for 0.12% of the portfolio, ranked #158.
Evergreen Capital Management first reported a position in XLE in Q4 2018 and has held it in 32 quarters since. The position peaked at $7.99M in Q3 2023. 1,659 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Evergreen Capital Management held 112,501 shares of State Street Energy Select Sector SPDR ETF worth $6.92M as of Q3 2026.
- Evergreen Capital Management bought 1,199 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $72.7K.
- State Street Energy Select Sector SPDR ETF made up 0.12% of Evergreen Capital Management's portfolio in Q3 2026, its #158 holding.
- Evergreen Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 32 quarters since.
- Evergreen Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $7.99M in Q3 2023.
- 1,659 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.