January Capital Advisors’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
$7.11M Buy
133,886
+98,140
+275% +$5.61M 5.94% 8
2026
Q1
$2.19M Buy
+35,746
New +$1.92M 2.95% 8
2022
Q1
– Sell
-67,062
Closed -$1.86M – 47
2021
Q4
$1.86M Buy
+67,062
New +$1.89M 1.48% 17

Other funds holding XLE

January Capital Advisors's XLE Position: Q2 2026 in Review

January Capital Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 275% in Q2 2026, buying an estimated $5.61M and bringing the position to 133,886 shares worth $7.11M. The position accounts for 5.94% of the portfolio, ranked #8.

January Capital Advisors first reported a position in XLE in Q4 2021 and has held it in 3 quarters since. 2,047 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • January Capital Advisors held 133,886 shares of State Street Energy Select Sector SPDR ETF worth $7.11M as of Q2 2026.
  • January Capital Advisors bought 98,140 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.61M.
  • State Street Energy Select Sector SPDR ETF made up 5.94% of January Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • January Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • 2,047 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on January Capital Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.