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 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 $1.37T 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

Rothschild Capital Partners's XLE Position: Q1 2026 in Review

Rothschild Capital Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 33% in Q1 2026, selling an estimated $1.37M and leaving 52,470 shares worth $3.21M. The position accounts for 0.79% of the portfolio, ranked #25.

Rothschild Capital Partners first reported a position in XLE in Q1 2016 and has held it in 29 quarters since. The position peaked at $9.45M in Q1 2016. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Rothschild Capital Partners held 52,470 shares of State Street Energy Select Sector SPDR ETF worth $3.21M as of Q1 2026.
Rothschild Capital Partners sold 25,469 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.37M.
State Street Energy Select Sector SPDR ETF made up 0.79% of Rothschild Capital Partners's portfolio in Q1 2026, its #25 holding.
Rothschild Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 29 quarters since.
Rothschild Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $9.45M in Q1 2016.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.