Freestone Capital Holdings’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26.6K Buy
+500
New +$28.6K ﹤0.01% 620

Other funds holding XLE

Freestone Capital Holdings's XLE Position: Q2 2026 in Review

Freestone Capital Holdings increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.8% in Q2 2026, buying an estimated $187K and bringing the position to 36,564 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #206.

Freestone Capital Holdings first reported a position in XLE in Q1 2017 and has held it in 33 quarters since. The position peaked at $20.6M in Q2 2018. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Freestone Capital Holdings held 36,564 shares of State Street Energy Select Sector SPDR ETF worth $1.94M as of Q2 2026.
  • Freestone Capital Holdings bought 3,262 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $187K.
  • State Street Energy Select Sector SPDR ETF made up 0.05% of Freestone Capital Holdings's portfolio in Q2 2026, its #206 holding.
  • Freestone Capital Holdings first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 33 quarters since.
  • Freestone Capital Holdings's State Street Energy Select Sector SPDR ETF position peaked at $20.6M in Q2 2018.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.