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 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 $1.37T 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

Sage Mountain Advisors's XLE Position: Q1 2026 in Review

Sage Mountain Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.1% in Q1 2026, buying an estimated $26.2K and bringing the position to 10,005 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #124.

Sage Mountain Advisors first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Sage Mountain Advisors held 10,005 shares of State Street Energy Select Sector SPDR ETF worth $613K as of Q1 2026.
Sage Mountain Advisors bought 488 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $26.2K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Sage Mountain Advisors's portfolio in Q1 2026, its #124 holding.
Sage Mountain Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.