Ring Mountain Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ring Mountain Capital’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	$2.39M	Sell	39,033 -455	-1%	-$24.4K	1.31%	19
2025 Q4	$1.88M	Sell	39,488 -3,818	-9%	-$170K	0.97%	21
2025 Q3	$1.93M	Sell	43,306 -346	-0.8%	-$15.1K	1.07%	19
2025 Q2	$1.88M	Sell	43,652 -1,160	-3%	-$48.3K	1.14%	19
2025 Q1	$2.09M	Sell	44,812 -702	-2%	-$31.7K	1.57%	16
2024 Q4	$1.95M	Buy	+45,514	New	+$2.07M	1.31%	18

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

Ring Mountain Capital's XLE Position: Q1 2026 in Review

Ring Mountain Capital reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.2% in Q1 2026, selling an estimated $24.4K and leaving 39,033 shares worth $2.39M. The position accounts for 1.31% of the portfolio, ranked #19.

Ring Mountain Capital first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Ring Mountain Capital held 39,033 shares of State Street Energy Select Sector SPDR ETF worth $2.39M as of Q1 2026.
Ring Mountain Capital sold 455 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $24.4K.
State Street Energy Select Sector SPDR ETF made up 1.31% of Ring Mountain Capital's portfolio in Q1 2026, its #19 holding.
Ring Mountain Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.