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

Optima 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 Q1	–	Sell	-148	Closed	-$6.6K	–	1322
2025 Q4	$6.6K	Buy	+148	New	+$6.59K	﹤0.01%	579

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Optima Capital's XLE Position: Q1 2026 in Review

Optima Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 148 shares — an estimated $6.6K sold.

Optima Capital first reported a position in XLE in Q4 2025 and held it in 1 quarter. The position peaked at $6.6K in Q4 2025. 2,111 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Optima Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 148 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $6.6K.
Optima Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's State Street Energy Select Sector SPDR ETF position peaked at $6.6K in Q4 2025.
2,111 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.