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

Rothschild 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 Q2	$2.81M	Buy	52,848 +378	+0.7%	+$21.6K	0.6%	27
2026 Q1	$3.21M	Sell	52,470 -25,469	-33%	-$1.37M	0.79%	25
2025 Q4	$3.48M	Buy	77,939 +1,823	+2%	+$81.2K	0.82%	23
2025 Q3	$3.4M	Sell	76,116 -4,234	-5%	-$185K	0.8%	23
2025 Q2	$3.41M	Buy	80,350 +108	+0.1%	+$4.5K	0.89%	22
2025 Q1	$3.75M	Sell	80,242 -7,882	-9%	-$355K	0.98%	22
2024 Q4	$3.77M	Sell	88,124 -1,642	-2%	-$74.6K	0.92%	24
2024 Q3	$3.94M	Hold	89,766	–	–	1.1%	26
2024 Q2	$4.09M	Hold	89,766	–	–	1.17%	22
2024 Q1	$4.24M	Hold	89,766	–	–	1.23%	23
2023 Q4	$3.76M	Sell	89,766 -126	-0.1%	-$5.39K	1.19%	25
2023 Q3	$4.06M	Hold	89,892	–	–	1.59%	23
2023 Q2	$3.65M	Sell	89,892 -14,280	-14%	-$582K	1.34%	23
2023 Q1	$4.31M	Sell	104,172 -100,154	-49%	-$4.28M	1.77%	21
2022 Q4	$8.88M	Buy	204,326 +102,896	+101%	+$4.48M	3.76%	12
2022 Q3	$3.65M	Sell	101,430 -68,016	-40%	-$2.57M	1.68%	22
2022 Q2	$6.06M	Sell	169,446 -47,600	-22%	-$1.91M	2.53%	17
2022 Q1	$8.29M	Buy	217,046 +46,596	+27%	+$1.61M	2.91%	11
2021 Q4	$4.73M	Buy	170,450 +35,406	+26%	+$1M	1.41%	27
2021 Q3	$3.52M	Sell	135,044 -120	-0.1%	-$2.97K	1.12%	29
2021 Q2	$3.64M	Sell	135,164 -4,160	-3%	-$108K	1.17%	28
2021 Q1	$3.42M	Sell	139,324 -140	-0.1%	-$3.23K	1.16%	27
2020 Q4	$2.64M	Buy	+139,464	New	+$2.4M	0.95%	31
2020 Q1	–	Sell	-71,320	Closed	-$2.14M	–	40
2019 Q4	$2.14M	Sell	71,320 -348	-0.5%	-$10.3K	0.98%	28
2019 Q3	$2.12M	Sell	71,668 -1,300	-2%	-$39.3K	1.07%	25
2019 Q2	$2.32M	Hold	72,968	–	–	1.14%	26
2019 Q1	$2.41M	Sell	72,968 -332	-0.5%	-$10.7K	1.35%	23
2018 Q4	$2.1M	Buy	+73,300	New	+$2.45M	1.13%	26
2017 Q4	–	Sell	-117,786	Closed	-$4.03M	–	56
2017 Q3	$4.03M	Buy	+117,786	New	+$3.83M	1.74%	22
2016 Q2	–	Sell	-305,330	Closed	-$9.45M	–	85
2016 Q1	$9.45M	Buy	+305,330	New	+$8.86M	4.23%	4

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

Rothschild Capital Partners's XLE Position: Q2 2026 in Review

Rothschild Capital Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.72% in Q2 2026, buying an estimated $21.6K and bringing the position to 52,848 shares worth $2.81M. The position accounts for 0.6% of the portfolio, ranked #27.

Rothschild Capital Partners first reported a position in XLE in Q1 2016 and has held it in 30 quarters since. The position peaked at $9.45M in Q1 2016. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Rothschild Capital Partners held 52,848 shares of State Street Energy Select Sector SPDR ETF worth $2.81M as of Q2 2026.
Rothschild Capital Partners bought 378 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $21.6K.
State Street Energy Select Sector SPDR ETF made up 0.6% of Rothschild Capital Partners's portfolio in Q2 2026, its #27 holding.
Rothschild Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 30 quarters since.
Rothschild Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $9.45M in Q1 2016.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.