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 Q3	$2.34M	Sell	38,040 -1,040	-3%	-$63K	0.96%	21
2026 Q2	$2.08M	Buy	39,080 +47	+0.1%	+$2.69K	0.87%	24
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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Ring Mountain Capital's XLE Position: Q3 2026 in Review

Ring Mountain Capital reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q3 2026, selling an estimated $63K and leaving 38,040 shares worth $2.34M. The position accounts for 0.96% of the portfolio, ranked #21.

Ring Mountain Capital first reported a position in XLE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.39M in Q1 2026. 985 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Ring Mountain Capital held 38,040 shares of State Street Energy Select Sector SPDR ETF worth $2.34M as of Q3 2026.
Ring Mountain Capital sold 1,040 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $63K.
State Street Energy Select Sector SPDR ETF made up 0.96% of Ring Mountain Capital's portfolio in Q3 2026, its #21 holding.
Ring Mountain Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Ring Mountain Capital's State Street Energy Select Sector SPDR ETF position peaked at $2.39M in Q1 2026.
985 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.