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 Q2	$544K	Sell	10,235 -32,192	-76%	-$1.84M	0.05%	213
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 $1.55T 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

Per Stirling Capital Management's XLE Position: Q2 2026 in Review

Per Stirling Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 76% in Q2 2026, selling an estimated $1.84M and leaving 10,235 shares worth $544K. The position accounts for 0.05% of the portfolio, ranked #213.

Per Stirling Capital Management first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.76M in Q1 2024. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Per Stirling Capital Management held 10,235 shares of State Street Energy Select Sector SPDR ETF worth $544K as of Q2 2026.
Per Stirling Capital Management sold 32,192 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.84M.
State Street Energy Select Sector SPDR ETF made up 0.05% of Per Stirling Capital Management's portfolio in Q2 2026, its #213 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 15 quarters since.
Per Stirling Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $2.76M in Q1 2024.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.