KG&L Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

KG&L Capital Management’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	$709K	Sell	11,577 -1,618	-12%	-$86.8K	0.51%	54
2025 Q4	$590K	Sell	13,195 -65	-0.5%	-$2.9K	0.15%	124
2025 Q3	$592K	Sell	13,260 -1,766	-12%	-$77.3K	0.16%	116
2025 Q2	$637K	Sell	15,026 -288	-2%	-$12K	0.19%	100
2025 Q1	$716K	Buy	15,314 +18	+0.1%	+$812	0.23%	92
2024 Q4	$655K	Buy	15,296 +372	+2%	+$16.9K	0.21%	97
2024 Q3	$655K	Buy	14,924 +112	+0.8%	+$5.01K	0.21%	101
2024 Q2	$675K	Sell	14,812 -1,038	-7%	-$48.3K	0.23%	94
2024 Q1	$748K	Buy	15,850 +48	+0.3%	+$2.06K	0.3%	69
2023 Q4	$662K	Sell	15,802 -78	-0.5%	-$3.33K	0.28%	72
2023 Q3	$718K	Sell	15,880 -426	-3%	-$18.6K	0.35%	62
2023 Q2	$662K	Sell	16,306 -880	-5%	-$35.8K	0.32%	69
2023 Q1	$712K	Buy	17,186 +68	+0.4%	+$2.91K	0.37%	60
2022 Q4	$749K	Sell	17,118 -734	-4%	-$32K	0.43%	52
2022 Q3	$643K	Sell	17,852 -232	-1%	-$8.77K	0.36%	65
2022 Q2	$647K	Buy	18,084 +762	+4%	+$30.6K	0.35%	66
2022 Q1	$662K	Sell	17,322 -56	-0.3%	-$1.94K	0.28%	75
2021 Q4	$482K	Buy	17,378 +1,118	+7%	+$31.6K	0.19%	93
2021 Q3	$424K	Buy	16,260 +16	+0.1%	+$396	0.19%	97
2021 Q2	$438K	Buy	16,244 +202	+1%	+$5.25K	0.2%	95
2021 Q1	$393K	Buy	16,042 +1,410	+10%	+$32.5K	0.2%	93
2020 Q4	$277K	Sell	14,632 -990	-6%	-$17.1K	0.15%	109
2020 Q3	$233K	Buy	15,622 +82	+0.5%	+$1.46K	0.15%	116
2020 Q2	$294K	Buy	+15,540	New	+$289K	0.23%	77
2020 Q1	–	Sell	-10,468	Closed	-$314K	–	102
2019 Q4	$314K	Buy	10,468 +998	+11%	+$29.6K	0.27%	77
2019 Q3	$280K	Sell	9,470 -54	-0.6%	-$1.63K	0.25%	74
2019 Q2	$303K	Buy	9,524 +36	+0.4%	+$1.15K	0.29%	73
2019 Q1	$314K	Buy	9,488 +334	+4%	+$10.7K	0.32%	69
2018 Q4	$261K	Buy	+9,154	New	+$306K	0.29%	76

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

KG&L Capital Management's XLE Position: Q1 2026 in Review

KG&L Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q1 2026, selling an estimated $86.8K and leaving 11,577 shares worth $709K. The position accounts for 0.51% of the portfolio, ranked #54.

KG&L Capital Management first reported a position in XLE in Q4 2018 and has held it in 29 quarters since. The position peaked at $749K in Q4 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

KG&L Capital Management held 11,577 shares of State Street Energy Select Sector SPDR ETF worth $709K as of Q1 2026.
KG&L Capital Management sold 1,618 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $86.8K.
State Street Energy Select Sector SPDR ETF made up 0.51% of KG&L Capital Management's portfolio in Q1 2026, its #54 holding.
KG&L Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
KG&L Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $749K in Q4 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.