Proficio Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Proficio Capital Partners’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	$11.5M	Buy	188,164 +129,575	+221%	+$6.95M	0.62%	36
2025 Q4	$2.62M	Buy	58,589 +49,915	+575%	+$2.22M	0.18%	70
2025 Q3	$387K	Sell	8,674 -20,339,490	-100%	-$890M	0.03%	148
2025 Q2	$13.5M	Buy	20,348,164 +20,330,294	+113,768%	+$847M	0.84%	24
2025 Q1	$835K	Buy	17,870 +10,004	+127%	+$451K	0.06%	145
2024 Q4	$337K	Buy	+7,866	New	+$357K	0.03%	249
2023 Q3	–	Sell	-9,120	Closed	-$370K	–	321
2023 Q2	$370K	Buy	9,120 +1,120	+14%	+$45.6K	0.05%	186
2023 Q1	$331K	Buy	+8,000	New	+$342K	0.05%	197
2022 Q3	–	Sell	-5,600	Closed	-$200K	–	290
2022 Q2	$200K	Hold	5,600	–	–	0.04%	263
2022 Q1	$214K	Buy	+5,600	New	+$194K	0.03%	261
2018 Q4	–	Sell	-28,394	Closed	-$1.07M	–	1288
2018 Q3	$1.07M	Hold	28,394	–	–	0.35%	52
2018 Q2	$1.08M	Hold	28,394	–	–	0.44%	48
2018 Q1	$957K	Sell	28,394 -25,960	-48%	-$919K	0.28%	59
2017 Q4	$1.96M	Buy	54,354 +2,160	+4%	+$74.4K	0.63%	30
2017 Q3	$1.79M	Buy	52,194 +8,000	+18%	+$260K	0.72%	34
2017 Q2	$1.47M	Buy	44,194 +3,000	+7%	+$101K	0.61%	35
2017 Q1	$1.4M	Buy	41,194 +28,000	+212%	+$1.01M	0.61%	43
2016 Q4	$497K	Hold	13,194	–	–	0.21%	92
2016 Q3	$466K	Sell	13,194 -20,000	-60%	-$685K	0.27%	87
2016 Q2	$1.11M	Hold	33,194	–	–	0.69%	44
2016 Q1	$1.03M	Buy	33,194 +20,000	+152%	+$580K	0.86%	36
2015 Q4	$398K	Buy	+13,194	New	+$434K	0.39%	63

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

Proficio Capital Partners's XLE Position: Q1 2026 in Review

Proficio Capital Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 221% in Q1 2026, buying an estimated $6.95M and bringing the position to 188,164 shares worth $11.5M. The position accounts for 0.62% of the portfolio, ranked #36.

Proficio Capital Partners first reported a position in XLE in Q4 2015 and has held it in 22 quarters since. The position peaked at $13.5M in Q2 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Proficio Capital Partners held 188,164 shares of State Street Energy Select Sector SPDR ETF worth $11.5M as of Q1 2026.
Proficio Capital Partners bought 129,575 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $6.95M.
State Street Energy Select Sector SPDR ETF made up 0.62% of Proficio Capital Partners's portfolio in Q1 2026, its #36 holding.
Proficio Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 22 quarters since.
Proficio Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $13.5M in Q2 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.