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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ring Mountain Capital's XLE Position: Q2 2026 in Review

Ring Mountain Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.12% in Q2 2026, buying an estimated $2.69K and bringing the position to 39,080 shares worth $2.08M. The position accounts for 0.87% of the portfolio, ranked #24.

Ring Mountain Capital first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.39M in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Ring Mountain Capital held 39,080 shares of State Street Energy Select Sector SPDR ETF worth $2.08M as of Q2 2026.
Ring Mountain Capital bought 47 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.69K.
State Street Energy Select Sector SPDR ETF made up 0.87% of Ring Mountain Capital's portfolio in Q2 2026, its #24 holding.
Ring Mountain Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Ring Mountain Capital's State Street Energy Select Sector SPDR ETF position peaked at $2.39M in Q1 2026.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.