Poehling Capital Management’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
2026
Q2
$489K Sell
9,211
-1,613
-15% -$92.2K 0.1% 104
2026
Q1
$663K Buy
10,824
+5,308
+96% +$285K 0.14% 96
2025
Q4
$247K Buy
5,516
+94
+2% +$4.19K 0.05% 128
2025
Q3
$242K Sell
5,422
-6
-0.1% -$263 0.05% 127
2025
Q2
$230K Sell
5,428
-1,582
-23% -$65.9K 0.05% 124
2025
Q1
$328K Sell
7,010
-4
-0.1% -$180 0.08% 112
2024
Q4
$300K Sell
7,014
-60
-0.8% -$2.73K 0.07% 117
2024
Q3
$311K Sell
7,074
-92
-1% -$4.11K 0.08% 115
2024
Q2
$327K Hold
7,166
0.09% 107
2024
Q1
$338K Sell
7,166
-26
-0.4% -$1.12K 0.09% 103
2023
Q4
$301K Sell
7,192
-1,618
-18% -$69.2K 0.1% 102
2023
Q3
$398K Sell
8,810
-122,374
-93% -$5.35M 0.14% 92
2023
Q2
$5.32M Sell
131,184
-3,652
-3% -$149K 1.8% 19
2023
Q1
$5.58M Buy
134,836
+3,668
+3% +$157K 1.88% 18
2022
Q4
$5.74M Sell
131,168
-10,316
-7% -$449K 2.15% 14
2022
Q3
$5.09M Sell
141,484
-21,924
-13% -$829K 2.13% 18
2022
Q2
$5.84M Sell
163,408
-4,692
-3% -$188K 2.2% 17
2022
Q1
$6.42M Buy
168,100
+26,544
+19% +$919K 1.99% 15
2021
Q4
$3.93M Sell
141,556
-1,204
-0.8% -$34K 1.27% 21
2021
Q3
$3.72M Sell
142,760
-7,062
-5% -$175K 1.26% 23
2021
Q2
$4.04M Sell
149,822
-5,842
-4% -$152K 1.29% 23
2021
Q1
$3.82M Sell
155,664
-2,718
-2% -$62.7K 1.34% 20
2020
Q4
$3M Buy
158,382
+5,476
+4% +$94.4K 1.19% 29
2020
Q3
$2.29M Sell
152,906
-8,344
-5% -$148K 1.18% 31
2020
Q2
$3.05M Buy
161,250
+147,250
+1,052% +$2.74M 1.64% 17
2020
Q1
$203K Buy
+14,000
New +$332K 0.15% 89
2018
Q3
Sell
-3,030
Closed -$115K 266
2018
Q2
$115K Buy
3,030
+3,000
+10,000% +$111K 0.1% 114
2018
Q1
$1K Buy
+30
New +$1.06K ﹤0.01% 305

Other funds holding XLE

Poehling Capital Management's XLE Position: Q2 2026 in Review

Poehling Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q2 2026, selling an estimated $92.2K and leaving 9,211 shares worth $489K. The position accounts for 0.1% of the portfolio, ranked #104.

Poehling Capital Management first reported a position in XLE in Q1 2018 and has held it in 28 quarters since. The position peaked at $6.42M in Q1 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Poehling Capital Management held 9,211 shares of State Street Energy Select Sector SPDR ETF worth $489K as of Q2 2026.
  • Poehling Capital Management sold 1,613 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $92.2K.
  • State Street Energy Select Sector SPDR ETF made up 0.1% of Poehling Capital Management's portfolio in Q2 2026, its #104 holding.
  • Poehling Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 28 quarters since.
  • Poehling Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $6.42M in Q1 2022.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.