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

Firestone 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 Q1	$464K	Sell	7,569 -6,158	-45%	-$330K	0.1%	104
2025 Q4	$614K	Buy	13,727 +89	+0.7%	+$3.96K	0.13%	93
2025 Q3	$609K	Buy	13,638 +1,188	+10%	+$52K	0.13%	94
2025 Q2	$528K	Buy	12,450 +656	+6%	+$27.3K	0.12%	91
2025 Q1	$551K	Sell	11,794 -56	-0.5%	-$2.52K	0.14%	81
2024 Q4	$508K	Buy	11,850 +2,326	+24%	+$106K	0.13%	91
2024 Q3	$418K	Sell	9,524 -2,298	-19%	-$103K	0.1%	98
2024 Q2	$539K	Buy	11,822 +1,200	+11%	+$55.9K	0.15%	82
2024 Q1	$501K	Buy	10,622 +2,650	+33%	+$114K	0.14%	84
2023 Q4	$334K	Buy	7,972 +444	+6%	+$19K	0.1%	93
2023 Q3	$340K	Sell	7,528 -938	-11%	-$41K	0.12%	87
2023 Q2	$344K	Sell	8,466 -524	-6%	-$21.3K	0.11%	88
2023 Q1	$372K	Buy	8,990 +92	+1%	+$3.93K	0.13%	76
2022 Q4	$389K	Buy	8,898 +88	+1%	+$3.83K	0.14%	72
2022 Q3	$317K	Sell	8,810 -1,050	-11%	-$39.7K	0.13%	83
2022 Q2	$353K	Buy	9,860 +106	+1%	+$4.25K	0.14%	78
2022 Q1	$373K	Buy	9,754 +398	+4%	+$13.8K	0.12%	80
2021 Q4	$260K	Sell	9,356 -2,996	-24%	-$84.7K	0.08%	105
2021 Q3	$333K	Hold	12,352	–	–	0.11%	80
2021 Q2	$333K	Buy	12,352 +6	+0%	+$156	0.12%	78
2021 Q1	$303K	Sell	12,346 -2,472	-17%	-$57K	0.11%	83
2020 Q4	$281K	Buy	14,818 +12,818	+641%	+$221K	0.11%	84
2020 Q3	$30K	Buy	2,000 +524	+36%	+$9.3K	0.01%	229
2020 Q2	$28K	Sell	1,476 -2,102	-59%	-$39.1K	0.01%	232
2020 Q1	$52K	Buy	+3,578	New	+$84.9K	0.03%	177

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

Firestone Capital Management's XLE Position: Q1 2026 in Review

Firestone Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 45% in Q1 2026, selling an estimated $330K and leaving 7,569 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #104.

Firestone Capital Management first reported a position in XLE in Q1 2020 and has held it in 25 quarters since. The position peaked at $614K in Q4 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Firestone Capital Management held 7,569 shares of State Street Energy Select Sector SPDR ETF worth $464K as of Q1 2026.
Firestone Capital Management sold 6,158 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $330K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Firestone Capital Management's portfolio in Q1 2026, its #104 holding.
Firestone Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Firestone Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $614K in Q4 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.