Shaker Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.77M Buy
70,976
+35,612
+101% +$2.04M 1.35% 20
2026
Q1
$2.17M Buy
+35,364
New +$1.9M 0.99% 33

Other funds holding XLE

Shaker Investments's XLE Position: Q2 2026 in Review

Shaker Investments increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 101% in Q2 2026, buying an estimated $2.04M and bringing the position to 70,976 shares worth $3.77M. The position accounts for 1.35% of the portfolio, ranked #20.

Shaker Investments first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Shaker Investments held 70,976 shares of State Street Energy Select Sector SPDR ETF worth $3.77M as of Q2 2026.
  • Shaker Investments bought 35,612 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.04M.
  • State Street Energy Select Sector SPDR ETF made up 1.35% of Shaker Investments's portfolio in Q2 2026, its #20 holding.
  • Shaker Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.