Prime Capital Investment Advisors
XLE icon

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
Q2 		$9.31M Buy
175,246
+84,709
+94% +$4.84M 0.09% 164
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Prime Capital Investment Advisors's XLE Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 94% in Q2 2026, buying an estimated $4.84M and bringing the position to 175,246 shares worth $9.31M. The position accounts for 0.09% of the portfolio, ranked #164.

Prime Capital Investment Advisors first reported a position in XLE in Q2 2018 and has held it in 30 quarters since. The position peaked at $15.1M in Q4 2022. 2,048 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Prime Capital Investment Advisors held 175,246 shares of State Street Energy Select Sector SPDR ETF worth $9.31M as of Q2 2026.
  • Prime Capital Investment Advisors bought 84,709 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.84M.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #164 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 30 quarters since.
  • Prime Capital Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $15.1M in Q4 2022.
  • 2,048 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.