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

Generation 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	–	Sell	-10,018	Closed	-$448K	–	92
2025 Q4	$448K	Buy	10,018 +160	+2%	+$7.13K	0.29%	59
2025 Q3	$440K	Buy	+9,858	New	+$432K	0.32%	57
2025 Q2	–	Sell	-16,552	Closed	-$773K	–	87
2025 Q1	$773K	Sell	16,552 -466	-3%	-$21K	0.7%	35
2024 Q4	$729K	Buy	+17,018	New	+$773K	0.62%	37

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 $445B AUM 25.58% 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 $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Generation Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 10,018 shares — an estimated $448K sold.

Generation Capital Management first reported a position in XLE in Q4 2024 and held it in 4 quarters. The position peaked at $773K in Q1 2025. 2,110 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Generation Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Generation Capital Management sold 10,018 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $448K.
Generation Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Generation Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $773K in Q1 2025.
2,110 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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