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

Peddock Capital Advisors’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	$2.33M	Buy	38,039 +5,852	+18%	+$314K	0.51%	49
2025 Q4	$1.44M	Sell	32,187 -5,735	-15%	-$255K	0.3%	63
2025 Q3	$1.69M	Buy	37,922 +656	+2%	+$28.7K	0.37%	58
2025 Q2	$1.58M	Buy	37,266 +2,384	+7%	+$99.3K	0.37%	59
2025 Q1	$1.63M	Buy	34,882 +978	+3%	+$44.1K	0.41%	59
2024 Q4	$1.45M	Buy	33,904 +562	+2%	+$25.5K	0.35%	60
2024 Q3	$1.46M	Buy	33,342 +5,610	+20%	+$251K	0.35%	66
2024 Q2	$1.26M	Buy	27,732 +2,082	+8%	+$97K	0.33%	67
2024 Q1	$1.21M	Buy	25,650 +784	+3%	+$33.7K	0.32%	69
2023 Q4	$1.04M	Buy	24,866 +3,546	+17%	+$152K	0.32%	74
2023 Q3	$964K	Buy	21,320 +5,800	+37%	+$254K	0.32%	72
2023 Q2	$630K	Buy	15,520 +1,876	+14%	+$76.4K	0.21%	89
2023 Q1	$565K	Buy	13,644 +5,516	+68%	+$236K	0.2%	92
2022 Q4	$355K	Buy	8,128 +1,224	+18%	+$53.3K	0.14%	112
2022 Q3	$249K	Buy	6,904 +16	+0.2%	+$605	0.1%	135
2022 Q2	$246K	Sell	6,888 -1,164	-14%	-$46.7K	0.1%	135
2022 Q1	$308K	Buy	8,052 +612	+8%	+$21.2K	0.1%	134
2021 Q4	$206K	Buy	+7,440	New	+$210K	0.07%	140

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Peddock Capital Advisors's XLE Position: Q1 2026 in Review

Peddock Capital Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q1 2026, buying an estimated $314K and bringing the position to 38,039 shares worth $2.33M. The position accounts for 0.51% of the portfolio, ranked #49.

Peddock Capital Advisors first reported a position in XLE in Q4 2021 and has held it in 18 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Peddock Capital Advisors held 38,039 shares of State Street Energy Select Sector SPDR ETF worth $2.33M as of Q1 2026.
Peddock Capital Advisors bought 5,852 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $314K.
State Street Energy Select Sector SPDR ETF made up 0.51% of Peddock Capital Advisors's portfolio in Q1 2026, its #49 holding.
Peddock Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.