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 $1.55T 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

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

Prelude Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 95% in Q2 2026, selling an estimated $4.6M and leaving 3,972 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #960.

Prelude Capital Management first reported a position in XLE in Q2 2013 and has held it in 25 quarters since. The position peaked at $5.17M in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Prelude Capital Management held 3,972 shares of State Street Energy Select Sector SPDR ETF worth $211K as of Q2 2026.
Prelude Capital Management sold 80,451 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.6M.
State Street Energy Select Sector SPDR ETF made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #960 holding.
Prelude Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 25 quarters since.
Prelude Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $5.17M in Q1 2026.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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