John Overdeck’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

John Overdeck’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
2025 Q2	–	Sell	-94,200	Closed	-$4.4M	–	3587
2025 Q1	$4.4M	Buy	+94,200	New	+$4.25M	0.01%	1197
2024 Q3	–	Sell	-55,200	Closed	-$2.52M	–	3363
2024 Q2	$2.52M	Buy	+55,200	New	+$2.57M	0.01%	1403
2023 Q2	–	Sell	-117,200	Closed	-$4.85M	–	3298
2023 Q1	$4.85M	Buy	+117,200	New	+$5.01M	0.01%	927
2022 Q3	–	Sell	-202,800	Closed	-$7.25M	–	2871
2022 Q2	$7.25M	Buy	+202,800	New	+$8.14M	0.02%	619
2022 Q1	–	Sell	-265,800	Closed	-$7.38M	–	4501
2021 Q4	$7.38M	Buy	265,800 +70,400	+36%	+$1.99M	0.02%	966
2021 Q3	$5.09M	Buy	+195,400	New	+$4.84M	0.01%	1211
2021 Q2	–	Sell	-186,800	Closed	-$4.58M	–	4638
2021 Q1	$4.58M	Sell	186,800 -28,400	-13%	-$655K	0.01%	1112
2020 Q4	$4.08M	Buy	215,200 +185,200	+617%	+$3.19M	0.01%	1049
2020 Q3	$449K	Sell	30,000 -19,000	-39%	-$337K	﹤0.01%	2326
2020 Q2	$927K	Sell	49,000 -19,800	-29%	-$368K	﹤0.01%	1582
2020 Q1	$1M	Sell	68,800 -67,200	-49%	-$1.59M	0.01%	1412
2019 Q4	$4.08M	Buy	136,000 +66,000	+94%	+$1.96M	0.01%	1087
2019 Q3	$2.07M	Sell	70,000 -136,000	-66%	-$4.11M	0.01%	1411
2019 Q2	$6.56M	Sell	206,000 -7,800	-4%	-$250K	0.02%	784
2019 Q1	$7.07M	Buy	213,800 +142,400	+199%	+$4.57M	0.02%	816
2018 Q4	$2.05M	Sell	71,400 -284,800	-80%	-$9.53M	0.01%	1229
2018 Q3	$13.5M	Buy	356,200 +246,400	+224%	+$9.24M	0.04%	543
2018 Q2	$4.17M	Buy	109,800 +58,800	+115%	+$2.18M	0.01%	1128
2018 Q1	$1.72M	Buy	+51,000	New	+$1.81M	0.01%	1630
2016 Q4	–	Sell	-32,400	Closed	-$1.14M	–	3569
2016 Q3	$1.14M	Buy	+32,400	New	+$1.11M	﹤0.01%	1860

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

John Overdeck's XLE Position: Q2 2026 in Review

John Overdeck opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 5,819,502 shares worth $309M. The stake represents 0.22% of the portfolio and ranks #85 among its holdings. This is a return to the name: John Overdeck previously reported a position in XLE as recently as Q1 2024.

John Overdeck first reported a position in XLE in Q2 2013 and has held it in 35 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

John Overdeck held 5,819,502 shares of State Street Energy Select Sector SPDR ETF worth $309M as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new John Overdeck position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.22% of John Overdeck's portfolio in Q2 2026, its #85 holding.
John Overdeck first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 35 quarters since.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.