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	-119,200	Closed	-$5.57M	–	1415
2025 Q1	$5.57M	Sell	119,200 -7,600	-6%	-$343K	0.42%	42
2024 Q4	$5.43M	Buy	126,800 +1,600	+1%	+$72.7K	0.34%	52
2024 Q3	$5.5M	Buy	125,200 +64,000	+105%	+$2.86M	0.33%	53
2024 Q2	$2.79M	Sell	61,200 -7,200	-11%	-$335K	0.19%	138
2024 Q1	$3.23M	Sell	68,400 -10,600	-13%	-$455K	0.17%	127
2023 Q4	$3.31M	Sell	79,000 -40,000	-34%	-$1.71M	0.22%	91
2023 Q3	$5.38M	Buy	119,000 +45,400	+62%	+$1.99M	0.35%	47
2023 Q2	$2.99M	Sell	73,600 -2,600	-3%	-$106K	0.19%	120
2023 Q1	$3.16M	Buy	76,200 +16,200	+27%	+$693K	0.19%	121
2022 Q4	$2.62M	Buy	+60,000	New	+$2.61M	0.14%	169
2022 Q2	–	Sell	-133,000	Closed	-$5.08M	–	2094
2022 Q1	$5.08M	Buy	133,000 +89,800	+208%	+$3.11M	0.15%	122
2021 Q4	$1.2M	Sell	43,200 -169,400	-80%	-$4.79M	0.03%	519
2021 Q3	$5.54M	Buy	212,600 +18,000	+9%	+$446K	0.14%	84
2021 Q2	$5.24M	Sell	194,600 -94,000	-33%	-$2.44M	0.16%	91
2021 Q1	$7.08M	Buy	288,600 +157,200	+120%	+$3.63M	0.18%	72
2020 Q4	$2.49M	Sell	131,400 -171,200	-57%	-$2.95M	0.06%	246
2020 Q3	$4.75M	Buy	302,600 +214,000	+242%	+$3.8M	0.23%	62
2020 Q2	$1.69M	Buy	+88,600	New	+$1.65M	0.09%	198
2019 Q4	–	Sell	-23,800	Closed	-$764K	–	2298
2019 Q3	$764K	Sell	23,800 -132,800	-85%	-$4.02M	0.03%	416
2019 Q2	$4.68M	Buy	156,600 +135,800	+653%	+$4.35M	0.23%	61
2019 Q1	$624K	Buy	+20,800	New	+$668K	0.04%	445
2018 Q3	–	Sell	-1,400	Closed	-$53K	–	2081
2018 Q2	$53K	Buy	+1,400	New	+$52K	﹤0.01%	1108
2016 Q3	–	Sell	-37,000	Closed	-$1.26M	–	1853
2016 Q2	$1.26M	Buy	+37,000	New	+$1.22M	0.18%	143
2015 Q1	–	Sell	-15,600	Closed	-$579K	–	2224
2014 Q4	$579K	Buy	+15,600	New	+$649K	0.08%	269

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. 2,102 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.
2,102 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.