Interchange Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Interchange Capital Partners’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	$688K	Sell	7,362 -5,176	-41%	-$278K	0.22%	108
2025 Q4	$561K	Sell	12,538 -1,760	-12%	-$78.4K	0.1%	175
2025 Q3	$639K	Sell	14,298 -104	-0.7%	-$4.55K	0.13%	150
2025 Q2	$611K	Sell	14,402 -322	-2%	-$13.4K	0.14%	130
2025 Q1	$688K	Sell	14,724 -8,368	-36%	-$377K	0.19%	104
2024 Q4	$989K	Sell	23,092 -3,196	-12%	-$145K	0.36%	76
2024 Q3	$1.15M	Sell	26,288 -324	-1%	-$14.5K	0.41%	69
2024 Q2	$1.21M	Buy	26,612 +3,698	+16%	+$172K	0.44%	60
2024 Q1	$1.09M	Buy	22,914 +888	+4%	+$38.1K	0.73%	35
2023 Q4	$913K	Buy	22,026 +4,228	+24%	+$181K	0.68%	32
2023 Q3	$1.02M	Sell	17,798 -48	-0.3%	-$2.1K	0.81%	30
2023 Q2	$724K	Sell	17,846 -10,558	-37%	-$430K	0.55%	43
2023 Q1	$1.18M	Buy	28,404 +8,216	+41%	+$351K	0.64%	41
2022 Q4	$883K	Sell	20,188 -950	-4%	-$41.4K	0.9%	30
2022 Q3	$761K	Buy	21,138 +1,344	+7%	+$50.8K	0.83%	31
2022 Q2	$707K	Sell	19,794 -11,532	-37%	-$463K	0.8%	28
2022 Q1	$1.2M	Buy	31,326 +3,910	+14%	+$135K	1.23%	13
2021 Q4	$760K	Buy	27,416 +17,454	+175%	+$493K	0.76%	28
2021 Q3	$259K	Buy	9,962 +1,132	+13%	+$28K	0.43%	80
2021 Q2	$237K	Sell	8,830 -21,146	-71%	-$550K	0.37%	85
2021 Q1	$754K	Buy	29,976 +3,042	+11%	+$70.2K	0.41%	79
2020 Q4	$510K	Buy	+26,934	New	+$464K	0.28%	98

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

Interchange Capital Partners's XLE Position: Q1 2026 in Review

Interchange Capital Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 41% in Q1 2026, selling an estimated $278K and leaving 7,362 shares worth $688K. The position accounts for 0.22% of the portfolio, ranked #108.

Interchange Capital Partners first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q2 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Interchange Capital Partners held 7,362 shares of State Street Energy Select Sector SPDR ETF worth $688K as of Q1 2026.
Interchange Capital Partners sold 5,176 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $278K.
State Street Energy Select Sector SPDR ETF made up 0.22% of Interchange Capital Partners's portfolio in Q1 2026, its #108 holding.
Interchange Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Interchange Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.21M in Q2 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.