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	–	3588
2025 Q1	$4.4M	Buy	+94,200	New	+$4.25M	0.01%	1198
2024 Q3	–	Sell	-54,800	Closed	-$2.5M	–	3364
2024 Q2	$2.5M	Buy	+54,800	New	+$2.55M	0.01%	1407
2023 Q2	–	Sell	-120,800	Closed	-$5M	–	3299
2023 Q1	$5M	Buy	+120,800	New	+$5.16M	0.01%	910
2022 Q3	–	Sell	-202,800	Closed	-$7.25M	–	2873
2022 Q2	$7.25M	Buy	+202,800	New	+$8.14M	0.02%	620
2022 Q1	–	Sell	-451,600	Closed	-$12.5M	–	4502
2021 Q4	$12.5M	Buy	451,600 +216,400	+92%	+$6.11M	0.03%	676
2021 Q3	$6.13M	Buy	+235,200	New	+$5.83M	0.01%	1092
2021 Q2	–	Sell	-137,000	Closed	-$3.36M	–	4639
2021 Q1	$3.36M	Sell	137,000 -254,800	-65%	-$5.88M	0.01%	1316
2020 Q4	$7.42M	Buy	391,800 +323,800	+476%	+$5.58M	0.02%	724
2020 Q3	$1.02M	Sell	68,000 -8,000	-11%	-$142K	﹤0.01%	1746
2020 Q2	$1.44M	Buy	76,000 +17,200	+29%	+$320K	0.01%	1287
2020 Q1	$854K	Sell	58,800 -257,200	-81%	-$6.1M	0.01%	1532
2019 Q4	$9.49M	Buy	316,000 +222,000	+236%	+$6.58M	0.03%	639
2019 Q3	$2.78M	Sell	94,000 -160,000	-63%	-$4.84M	0.01%	1180
2019 Q2	$8.09M	Sell	254,000 -1,800	-0.7%	-$57.6K	0.03%	683
2019 Q1	$8.46M	Buy	255,800 +131,000	+105%	+$4.21M	0.03%	719
2018 Q4	$3.58M	Sell	124,800 -371,200	-75%	-$12.4M	0.01%	957
2018 Q3	$18.8M	Buy	496,000 +368,200	+288%	+$13.8M	0.05%	434
2018 Q2	$4.85M	Buy	127,800 +56,400	+79%	+$2.1M	0.01%	1032
2018 Q1	$2.41M	Buy	71,400 +63,400	+793%	+$2.24M	0.01%	1393
2017 Q4	$289K	Buy	+8,000	New	+$275K	﹤0.01%	2750
2016 Q4	–	Sell	-33,000	Closed	-$1.17M	–	3570
2016 Q3	$1.17M	Buy	+33,000	New	+$1.13M	﹤0.01%	1847

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.