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

Prelude 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
2025 Q2	–	Sell	-84,000	Closed	-$3.92M	–	1414
2025 Q1	$3.92M	Buy	+84,000	New	+$3.79M	0.3%	67
2024 Q2	–	Sell	-9,400	Closed	-$444K	–	1536
2024 Q1	$444K	Hold	9,400	–	–	0.02%	686
2023 Q4	$394K	Buy	9,400 +3,400	+57%	+$145K	0.03%	623
2023 Q3	$271K	Sell	6,000 -4,000	-40%	-$175K	0.02%	733
2023 Q2	$406K	Buy	+10,000	New	+$407K	0.03%	544
2022 Q3	–	Sell	-123,000	Closed	-$4.4M	–	1971
2022 Q2	$4.4M	Sell	123,000 -40,000	-25%	-$1.6M	0.13%	123
2022 Q1	$6.23M	Buy	163,000 +50,400	+45%	+$1.75M	0.18%	88
2021 Q4	$3.13M	Buy	112,600 +48,000	+74%	+$1.36M	0.08%	188
2021 Q3	$1.68M	Buy	64,600 +32,600	+102%	+$808K	0.04%	369
2021 Q2	$862K	Sell	32,000 -100,800	-76%	-$2.62M	0.03%	695
2021 Q1	$3.26M	Sell	132,800 -131,600	-50%	-$3.04M	0.08%	183
2020 Q4	$5.01M	Buy	264,400 +121,200	+85%	+$2.09M	0.13%	103
2020 Q3	$2.16M	Buy	143,200 +55,400	+63%	+$984K	0.1%	144
2020 Q2	$1.76M	Buy	87,800 +54,000	+160%	+$1M	0.1%	191
2020 Q1	$491K	Buy	+33,800	New	+$802K	0.03%	320
2016 Q2	–	Sell	-15,000	Closed	-$464K	–	1774
2016 Q1	$464K	Sell	15,000 -128,800	-90%	-$3.74M	0.06%	318
2015 Q4	$1.97M	Buy	+143,800	New	+$4.73M	0.3%	79

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

Prelude Capital Management's XLE Position: Q1 2026 in Review

Prelude Capital Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 84,423 shares worth $5.17M. The stake represents 0.4% of the portfolio and ranks #47 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in XLE as recently as Q3 2025.

Prelude Capital Management first reported a position in XLE in Q2 2013 and has held it in 24 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Prelude Capital Management held 84,423 shares of State Street Energy Select Sector SPDR ETF worth $5.17M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Prelude Capital Management position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.4% of Prelude Capital Management's portfolio in Q1 2026, its #47 holding.
Prelude Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 24 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.