MontVue Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
MontVue Capital Management's XLE Position: Q2 2026 in Review
MontVue Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.8% in Q2 2026, selling an estimated $35.3K and leaving 15,688 shares worth $833K. The position accounts for 0.48% of the portfolio, ranked #31.
MontVue Capital Management first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $999K in Q1 2026. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- MontVue Capital Management held 15,688 shares of State Street Energy Select Sector SPDR ETF worth $833K as of Q2 2026.
- MontVue Capital Management sold 617 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $35.3K.
- State Street Energy Select Sector SPDR ETF made up 0.48% of MontVue Capital Management's portfolio in Q2 2026, its #31 holding.
- MontVue Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
- MontVue Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $999K in Q1 2026.
- 2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.