Runnymede Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Runnymede Capital Advisors’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	–	Sell	-4,120	Closed	-$252K	–	81
2026 Q1	$252K	Buy	+4,120	New	+$221K	0.22%	63
2025 Q2	–	Sell	-7,384	Closed	-$345K	–	276
2025 Q1	$345K	Sell	7,384 -3,906	-35%	-$176K	0.33%	50
2024 Q4	$484K	Buy	+11,290	New	+$513K	0.42%	40

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Runnymede Capital Advisors's XLE Position: Q2 2026 in Review

Runnymede Capital Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 4,120 shares — an estimated $252K sold.

Runnymede Capital Advisors first reported a position in XLE in Q4 2024 and held it in 3 quarters. The position peaked at $484K in Q4 2024. 560 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Runnymede Capital Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Runnymede Capital Advisors sold 4,120 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $252K.
Runnymede Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Runnymede Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $484K in Q4 2024.
560 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.