Per Stirling Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Per Stirling Capital Management’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	$2.6M	Buy	42,427 +32,514	+328%	+$1.74M	0.29%	71
2025 Q4	$443K	Sell	9,913 -32,507	-77%	-$1.45M	0.05%	197
2025 Q3	$1.89M	Buy	42,420 +33,068	+354%	+$1.45M	0.23%	80
2025 Q2	$397K	Sell	9,352 -39,120	-81%	-$1.63M	0.05%	192
2025 Q1	$2.26M	Buy	48,472 +20,292	+72%	+$915K	0.33%	68
2024 Q4	$1.21M	Sell	28,180 -1,114	-4%	-$50.6K	0.17%	94
2024 Q3	$1.29M	Sell	29,294 -1,958	-6%	-$87.5K	0.18%	94
2024 Q2	$1.42M	Sell	31,252 -27,124	-46%	-$1.26M	0.23%	73
2024 Q1	$2.76M	Buy	58,376 +22,604	+63%	+$971K	0.46%	51
2023 Q4	$1.5M	Sell	35,772 -16,248	-31%	-$695K	0.28%	63
2023 Q3	$2.35M	Buy	52,020 +15,286	+42%	+$669K	0.49%	48
2023 Q2	$1.49M	Sell	36,734 -1,962	-5%	-$79.9K	0.3%	63
2023 Q1	$1.6M	Sell	38,696 -4,004	-9%	-$171K	0.35%	52
2022 Q4	$1.87M	Buy	+42,700	New	+$1.86M	0.34%	56

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

Per Stirling Capital Management's XLE Position: Q1 2026 in Review

Per Stirling Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 328% in Q1 2026, buying an estimated $1.74M and bringing the position to 42,427 shares worth $2.6M. The position accounts for 0.29% of the portfolio, ranked #71.

Per Stirling Capital Management first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.76M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Per Stirling Capital Management held 42,427 shares of State Street Energy Select Sector SPDR ETF worth $2.6M as of Q1 2026.
Per Stirling Capital Management bought 32,514 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.74M.
State Street Energy Select Sector SPDR ETF made up 0.29% of Per Stirling Capital Management's portfolio in Q1 2026, its #71 holding.
Per Stirling Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Per Stirling Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $2.76M in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.