Regency Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Regency 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
2026 Q1	$9.17M	Buy	+149,652	New	+$8.03M	4.1%	7
2025 Q3	–	Sell	-60,458	Closed	-$2.56M	–	66
2025 Q2	$2.56M	Buy	+60,458	New	+$2.52M	1.34%	25
2024 Q3	–	Sell	-53,882	Closed	-$2.46M	–	54
2024 Q2	$2.46M	Buy	+53,882	New	+$2.51M	1.58%	22
2021 Q2	–	Sell	-20,490	Closed	-$503K	–	183
2021 Q1	$503K	Buy	+20,490	New	+$473K	0.53%	54

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

Regency Capital Management's XLE Position: Q1 2026 in Review

Regency Capital Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026: 149,652 shares worth $9.17M. The stake represents 4.1% of the portfolio and ranks #7 among its holdings. This is a return to the name: Regency Capital Management previously reported a position in XLE as recently as Q2 2025.

Regency Capital Management first reported a position in XLE in Q1 2021 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Regency Capital Management held 149,652 shares of State Street Energy Select Sector SPDR ETF worth $9.17M as of Q1 2026.
State Street Energy Select Sector SPDR ETF was a new Regency Capital Management position in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 4.1% of Regency Capital Management's portfolio in Q1 2026, its #7 holding.
Regency Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 4 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.