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

Fourpath 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	$12M	Buy	196,646 +189,341	+2,592%	+$10.2M	1.73%	14
2025 Q4	$327K	Sell	7,305 -276,605	-97%	-$12.3M	0.04%	178
2025 Q3	$12.7M	Buy	283,910 +273,802	+2,709%	+$12M	1.8%	16
2025 Q2	$429K	Buy	10,108 +646	+7%	+$26.9K	0.07%	156
2025 Q1	$442K	Sell	9,462 -179,076	-95%	-$8.07M	0.08%	153
2024 Q4	$8.08M	Buy	188,538 +10,216	+6%	+$464K	1.5%	14
2024 Q3	$7.83M	Buy	+178,322	New	+$7.97M	1.44%	16
2023 Q4	–	Sell	-88,766	Closed	-$4.01M	–	141
2023 Q3	$4.01M	Buy	+88,766	New	+$3.88M	3.01%	7
2023 Q1	–	Sell	-74,494	Closed	-$3.26M	–	135
2022 Q4	$3.26M	Buy	74,494 +18	+0%	+$784	2.37%	10
2022 Q3	$2.68M	Buy	74,476 +1,262	+2%	+$47.7K	1.83%	12
2022 Q2	$2.62M	Sell	73,214 -34,712	-32%	-$1.39M	1.63%	12
2022 Q1	$4.13M	Sell	107,926 -118,464	-52%	-$4.1M	1.64%	15
2021 Q4	$6.28M	Buy	+226,390	New	+$6.4M	2.41%	13

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

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

Fourpath Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2,592% in Q1 2026, buying an estimated $10.2M and bringing the position to 196,646 shares worth $12M. The position accounts for 1.73% of the portfolio, ranked #14.

Fourpath Capital Management first reported a position in XLE in Q4 2021 and has held it in 13 quarters since. The position peaked at $12.7M in Q3 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Fourpath Capital Management held 196,646 shares of State Street Energy Select Sector SPDR ETF worth $12M as of Q1 2026.
Fourpath Capital Management bought 189,341 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $10.2M.
State Street Energy Select Sector SPDR ETF made up 1.73% of Fourpath Capital Management's portfolio in Q1 2026, its #14 holding.
Fourpath Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
Fourpath Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $12.7M in Q3 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.