Partners Capital Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Partners Capital Investment Group’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	$10.9M	Sell	205,262 -91,033	-31%	-$5.2M	0.38%	39
2026 Q1	$18.2M	Hold	296,295	–	–	0.68%	28
2025 Q4	$13.2M	Buy	296,295 +2,463	+0.8%	+$110K	0.49%	29
2025 Q3	$13.1M	Buy	293,832 +2,396	+0.8%	+$105K	0.52%	31
2025 Q2	$12.4M	Buy	291,436 +2,448	+0.8%	+$102K	0.5%	31
2025 Q1	$13.5M	Buy	+288,988	New	+$13M	0.23%	50
2024 Q4	–	Sell	-284,460	Closed	-$12.5M	–	170
2024 Q3	$12.5M	Buy	284,460 +2,328	+0.8%	+$104K	0.2%	56
2024 Q2	$12.9M	Buy	+282,132	New	+$13.1M	0.22%	49
2024 Q1	–	Sell	-277,726	Closed	-$11.6M	–	273
2023 Q4	$11.6M	Buy	277,726 +1,274	+0.5%	+$54.5K	0.26%	57
2023 Q3	$12.5M	Buy	276,452 +3,352	+1%	+$147K	0.3%	53
2023 Q2	$11.1M	Buy	+273,100	New	+$11.1M	0.24%	70
2022 Q3	–	Sell	-358,526	Closed	-$12.8M	–	147
2022 Q2	$12.8M	Buy	358,526 +3,912	+1%	+$157K	0.86%	41
2022 Q1	$13.6M	Buy	+354,614	New	+$12.3M	0.67%	52

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Partners Capital Investment Group's XLE Position: Q2 2026 in Review

Partners Capital Investment Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 31% in Q2 2026, selling an estimated $5.2M and leaving 205,262 shares worth $10.9M. The position accounts for 0.38% of the portfolio, ranked #39.

Partners Capital Investment Group first reported a position in XLE in Q1 2022 and has held it in 13 quarters since. The position peaked at $18.2M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Partners Capital Investment Group held 205,262 shares of State Street Energy Select Sector SPDR ETF worth $10.9M as of Q2 2026.
Partners Capital Investment Group sold 91,033 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.2M.
State Street Energy Select Sector SPDR ETF made up 0.38% of Partners Capital Investment Group's portfolio in Q2 2026, its #39 holding.
Partners Capital Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 13 quarters since.
Partners Capital Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $18.2M in Q1 2026.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.