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

Miramontes 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 Q3	$7.51M	Buy	122,089 +1,287	+1%	+$78K	2.27%	13
2026 Q2	$6.42M	Buy	120,802 +6,924	+6%	+$396K	2%	14
2026 Q1	$6.98M	Buy	113,878 +2,085	+2%	+$112K	2.42%	12
2025 Q4	$5M	Buy	+111,793	New	+$4.98M	1.7%	17

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Miramontes Capital's XLE Position: Q3 2026 in Review

Miramontes Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.1% in Q3 2026, buying an estimated $78K and bringing the position to 122,089 shares worth $7.51M. The position accounts for 2.27% of the portfolio, ranked #13.

Miramontes Capital first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Miramontes Capital held 122,089 shares of State Street Energy Select Sector SPDR ETF worth $7.51M as of Q3 2026.
Miramontes Capital bought 1,287 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $78K.
State Street Energy Select Sector SPDR ETF made up 2.27% of Miramontes Capital's portfolio in Q3 2026, its #13 holding.
Miramontes Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Miramontes Capital's 13F filing for Q3 2026, filed 19 Oct 2026.