January Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

January Capital Advisors’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	$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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

January Capital Advisors's XLE Position: Q1 2026 in Review

January Capital Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 35,746 shares worth $2.19M. The stake represents 2.95% of the portfolio and ranks #8 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in XLE as recently as Q4 2021.

January Capital Advisors first reported a position in XLE in Q4 2021 and has held it in 2 quarters since. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

January Capital Advisors held 35,746 shares of State Street Energy Select Sector SPDR ETF worth $2.19M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new January Capital Advisors position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 2.95% of January Capital Advisors's portfolio in Q1 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 2 quarters since.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.