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

Gallacher 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	$543K	Sell	10,225 -6,663	-39%	-$381K	0.3%	96
2026 Q1	$1.03M	Sell	16,888 -11,604	-41%	-$622K	0.4%	64
2025 Q4	$1.27M	Buy	28,492 +19,550	+219%	+$871K	0.49%	41
2025 Q3	$399K	Sell	8,942 -518	-5%	-$22.7K	0.16%	202
2025 Q2	$401K	Buy	+9,460	New	+$394K	0.19%	167
2025 Q1	–	Sell	-6,148	Closed	-$263K	–	353
2024 Q4	$263K	Buy	+6,148	New	+$279K	0.13%	217

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Gallacher Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 39% in Q2 2026, selling an estimated $381K and leaving 10,225 shares worth $543K. The position accounts for 0.3% of the portfolio, ranked #96.

Gallacher Capital Management first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2025. 555 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Gallacher Capital Management held 10,225 shares of State Street Energy Select Sector SPDR ETF worth $543K as of Q2 2026.
Gallacher Capital Management sold 6,663 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $381K.
State Street Energy Select Sector SPDR ETF made up 0.3% of Gallacher Capital Management's portfolio in Q2 2026, its #96 holding.
Gallacher Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Gallacher Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $1.27M in Q4 2025.
555 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.