Sage Mountain Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sage Mountain 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	$275K	Sell	5,186 -4,819	-48%	-$276K	0.02%	190
2026 Q1	$613K	Buy	10,005 +488	+5%	+$26.2K	0.04%	124
2025 Q4	$425K	Buy	9,517 +35	+0.4%	+$1.56K	0.02%	308
2025 Q3	$424K	Sell	9,482 -2,062	-18%	-$90.3K	0.02%	304
2025 Q2	$490K	Sell	11,544 -620	-5%	-$25.8K	0.03%	245
2025 Q1	$568K	Hold	12,164	–	–	0.04%	203
2024 Q4	$521K	Hold	12,164	–	–	0.04%	204
2024 Q3	$534K	Hold	12,164	–	–	0.05%	191
2024 Q2	$554K	Buy	12,164 +804	+7%	+$37.4K	0.05%	165
2024 Q1	$536K	Buy	11,360 +4,122	+57%	+$177K	0.06%	149
2023 Q4	$303K	Hold	7,238	–	–	0.04%	198
2023 Q3	$327K	Hold	7,238	–	–	0.05%	177
2023 Q2	$294K	Hold	7,238	–	–	0.04%	182
2023 Q1	$300K	Hold	7,238	–	–	0.05%	168
2022 Q4	$317K	Hold	7,238	–	–	0.07%	102
2022 Q3	$261K	Hold	7,238	–	–	0.07%	126
2022 Q2	$259K	Sell	7,238 -216	-3%	-$8.67K	0.05%	367
2022 Q1	$285K	Buy	7,454 +440	+6%	+$15.2K	0.04%	395
2021 Q4	$195K	Buy	7,014 +20	+0.3%	+$565	0.02%	528
2021 Q3	$182K	Buy	6,994 +5,304	+314%	+$131K	0.03%	445
2021 Q2	$46K	Hold	1,690	–	–	0.01%	483
2021 Q1	$41K	Sell	1,690 -90	-5%	-$2.08K	0.01%	411
2020 Q4	$34K	Buy	+1,780	New	+$30.7K	0.01%	240

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

Sage Mountain Advisors's XLE Position: Q2 2026 in Review

Sage Mountain Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 48% in Q2 2026, selling an estimated $276K and leaving 5,186 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #190.

Sage Mountain Advisors first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. The position peaked at $613K in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sage Mountain Advisors held 5,186 shares of State Street Energy Select Sector SPDR ETF worth $275K as of Q2 2026.
Sage Mountain Advisors sold 4,819 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $276K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #190 holding.
Sage Mountain Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Sage Mountain Advisors's State Street Energy Select Sector SPDR ETF position peaked at $613K in Q1 2026.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.