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JM2 Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

JM2 Capital’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
Q2 		$910K Sell
17,132
-144
-0.8% -$8.23K 0.62% 40
2026
Q1 		$1.06M Buy
17,276
+208
+1% +$11.2K 0.88% 29
2025
Q4 		$763K Buy
+17,068
New +$760K 0.61% 44

Other funds holding XLE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

JM2 Capital's XLE Position: Q2 2026 in Review

JM2 Capital reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.83% in Q2 2026, selling an estimated $8.23K and leaving 17,132 shares worth $910K. The position accounts for 0.62% of the portfolio, ranked #40.

JM2 Capital first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q1 2026. 1,268 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • JM2 Capital held 17,132 shares of State Street Energy Select Sector SPDR ETF worth $910K as of Q2 2026.
  • JM2 Capital sold 144 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $8.23K.
  • State Street Energy Select Sector SPDR ETF made up 0.62% of JM2 Capital's portfolio in Q2 2026, its #40 holding.
  • JM2 Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's State Street Energy Select Sector SPDR ETF position peaked at $1.06M in Q1 2026.
  • 1,268 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.