Prime Capital Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Prime Capital Investment Advisors’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
2026 Q1	$5.55M	Buy	90,537 +3,521	+4%	+$189K	0.06%	209
2025 Q4	$3.89M	Sell	87,016 -2,502	-3%	-$111K	0.05%	236
2025 Q3	$4M	Sell	89,518 -2,710	-3%	-$119K	0.05%	235
2025 Q2	$3.91M	Sell	92,228 -27,440	-23%	-$1.14M	0.05%	232
2025 Q1	$5.59M	Buy	119,668 +44,080	+58%	+$1.99M	0.07%	206
2024 Q4	$3.24M	Buy	75,588 +8,934	+13%	+$406K	0.05%	247
2024 Q3	$2.93M	Sell	66,654 -30	-0%	-$1.34K	0.04%	264
2024 Q2	$3.04M	Sell	66,684 -4,114	-6%	-$192K	0.05%	257
2024 Q1	$3.34M	Buy	70,798 +6,020	+9%	+$259K	0.05%	260
2023 Q4	$2.72M	Sell	64,778 -220,328	-77%	-$9.42M	0.04%	288
2023 Q3	$12.9M	Buy	285,106 +229,280	+411%	+$10M	0.26%	80
2023 Q2	$2.27M	Sell	55,826 -173,024	-76%	-$7.05M	0.04%	247
2023 Q1	$9.48M	Sell	228,850 -117,090	-34%	-$5.01M	0.39%	58
2022 Q4	$15.1M	Buy	345,940 +33,176	+11%	+$1.44M	0.57%	43
2022 Q3	$11.3M	Sell	312,764 -22,490	-7%	-$851K	0.65%	33
2022 Q2	$12M	Buy	335,254 +67,806	+25%	+$2.72M	0.72%	22
2022 Q1	$7.42M	Sell	267,448 -3,520	-1%	-$122K	0.41%	43
2021 Q4	$7.52M	Buy	270,968 +8,632	+3%	+$244K	0.4%	46
2021 Q3	$6.83M	Sell	262,336 -55,594	-17%	-$1.38M	0.43%	35
2021 Q2	$8.56M	Buy	317,930 +307,250	+2,877%	+$7.99M	0.5%	34
2021 Q1	$262K	Buy	+10,680	New	+$246K	0.02%	232
2020 Q4	–	Sell	-12,066	Closed	-$181K	–	493
2020 Q3	$181K	Sell	12,066 -266,216	-96%	-$4.73M	0.02%	248
2020 Q2	$5.27M	Buy	278,282 +268,190	+2,657%	+$4.99M	0.49%	35
2020 Q1	$147K	Buy	10,092 +6,474	+179%	+$154K	0.02%	215
2019 Q4	$109K	Buy	3,618 +3,400	+1,560%	+$101K	0.01%	240
2019 Q3	$6K	Hold	218	–	–	﹤0.01%	580
2019 Q2	$7K	Buy	218 +104	+91%	+$3.33K	﹤0.01%	331
2019 Q1	$4K	Buy	+114	New	+$3.66K	﹤0.01%	289
2018 Q3	–	Sell	-514	Closed	-$20K	–	375
2018 Q2	$20K	Buy	+514	New	+$19.1K	0.01%	243

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

Prime Capital Investment Advisors's XLE Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4% in Q1 2026, buying an estimated $189K and bringing the position to 90,537 shares worth $5.55M. The position accounts for 0.06% of the portfolio, ranked #209.

Prime Capital Investment Advisors first reported a position in XLE in Q2 2018 and has held it in 29 quarters since. The position peaked at $15.1M in Q4 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Prime Capital Investment Advisors held 90,537 shares of State Street Energy Select Sector SPDR ETF worth $5.55M as of Q1 2026.
Prime Capital Investment Advisors bought 3,521 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $189K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #209 holding.
Prime Capital Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 29 quarters since.
Prime Capital Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $15.1M in Q4 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.