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

Graham 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
2014 Q4	–	Sell	-280,000	Closed	-$12.7M	–	174
2014 Q3	$12.7M	Buy	+280,000	New	+$13.6M	0.56%	42

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

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

Graham Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 64% in Q1 2026, selling an estimated $383K and leaving 4,000 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #891.

Graham Capital Management first reported a position in XLE in Q2 2013 and has held it in 33 quarters since. The position peaked at $80.3M in Q4 2019. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Graham Capital Management held 4,000 shares of State Street Energy Select Sector SPDR ETF worth $245K as of Q1 2026.
Graham Capital Management sold 7,136 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $383K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Graham Capital Management's portfolio in Q1 2026, its #891 holding.
Graham Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 33 quarters since.
Graham Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $80.3M in Q4 2019.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Graham Capital Management's 13F filing for Q1 2026, filed 15 May 2026.