Poehling Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
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.