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

Midway Capital Research & 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
Q2 		$26.6K Hold
500
– – 0.02% 84
2026
Q1 		$30.6K Buy
+500
New +$26.8K 0.03% 81

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Midway Capital Research & Management's XLE Position: Q2 2026 in Review

Midway Capital Research & Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 500 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #84.

Midway Capital Research & Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $30.6K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Midway Capital Research & Management held 500 shares of State Street Energy Select Sector SPDR ETF worth $26.6K as of Q2 2026.
  • Midway Capital Research & Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Midway Capital Research & Management's portfolio in Q2 2026, its #84 holding.
  • Midway Capital Research & Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Midway Capital Research & Management's State Street Energy Select Sector SPDR ETF position peaked at $30.6K in Q1 2026.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.