Sage Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sage Capital Management’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	$223K	Buy	4,196 +8	+0.2%	+$457	0.09%	141
2026 Q1	$257K	Buy	+4,188	New	+$225K	0.12%	131
2025 Q4	–	Sell	-4,782	Closed	-$214K	–	165
2025 Q3	$214K	Buy	4,782 +24	+0.5%	+$1.05K	0.1%	144
2025 Q2	$202K	Buy	4,758 +24	+0.5%	+$1K	0.1%	146
2025 Q1	$221K	Buy	4,734 +20	+0.4%	+$902	0.12%	131
2024 Q4	$202K	Buy	4,714 +24	+0.5%	+$1.09K	0.1%	139
2024 Q3	$206K	Buy	4,690 +22	+0.5%	+$983	0.1%	145
2024 Q2	$213K	Buy	4,668 +20	+0.4%	+$932	0.11%	134
2024 Q1	$219K	Buy	+4,648	New	+$200K	0.12%	130

Other funds holding XLE

FMI

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sage Capital Management's XLE Position: Q2 2026 in Review

Sage Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.19% in Q2 2026, buying an estimated $457 and bringing the position to 4,196 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #141.

Sage Capital Management first reported a position in XLE in Q1 2024 and has held it in 9 quarters since. The position peaked at $257K in Q1 2026. 763 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sage Capital Management held 4,196 shares of State Street Energy Select Sector SPDR ETF worth $223K as of Q2 2026.
Sage Capital Management bought 8 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $457.
State Street Energy Select Sector SPDR ETF made up 0.09% of Sage Capital Management's portfolio in Q2 2026, its #141 holding.
Sage Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Sage Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $257K in Q1 2026.
763 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.