Pine Valley Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
0
-$33.9K 602
2025
Q2
Hold
0
535
2025
Q1
Hold
0
533

Other funds holding XLE

Pine Valley Investments's XLE Position: Q2 2026 in Review

Pine Valley Investments reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.1% in Q2 2026, selling an estimated $190K and leaving 61,794 shares worth $3.28M. The position accounts for 0.13% of the portfolio, ranked #155.

Pine Valley Investments first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.99M in Q1 2026. 1,195 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Pine Valley Investments held 61,794 shares of State Street Energy Select Sector SPDR ETF worth $3.28M as of Q2 2026.
  • Pine Valley Investments sold 3,331 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $190K.
  • State Street Energy Select Sector SPDR ETF made up 0.13% of Pine Valley Investments's portfolio in Q2 2026, its #155 holding.
  • Pine Valley Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's State Street Energy Select Sector SPDR ETF position peaked at $3.99M in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.