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

Sierra Capital’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	-3,738	Closed	-$229K	–	234
2026 Q1	$229K	Buy	+3,738	New	+$201K	0.03%	204
2024 Q4	–	Sell	-11,206	Closed	-$492K	–	203
2024 Q3	$492K	Sell	11,206 -7,468	-40%	-$334K	0.06%	161
2024 Q2	$851K	Hold	18,674	–	–	0.11%	119
2024 Q1	$882K	Sell	18,674 -7,366	-28%	-$316K	0.12%	118
2023 Q4	$1.09M	Hold	26,040	–	–	0.16%	106
2023 Q3	$1.18M	Hold	26,040	–	–	0.19%	103
2023 Q2	$1.06M	Hold	26,040	–	–	0.17%	104
2023 Q1	$1.08M	Buy	26,040 +192	+0.7%	+$8.21K	0.17%	98
2022 Q4	$1.13M	Buy	25,848 +182	+0.7%	+$7.92K	0.19%	96
2022 Q3	$924K	Buy	25,666 +214	+0.8%	+$8.09K	0.17%	101
2022 Q2	$910K	Buy	25,452 +198	+0.8%	+$7.94K	0.16%	103
2022 Q1	$965K	Hold	25,254	–	–	0.15%	109
2021 Q4	$701K	Buy	25,254 +90	+0.4%	+$2.54K	0.1%	127
2021 Q3	$723K	Buy	25,164 +84	+0.3%	+$2.08K	0.12%	119
2021 Q2	$676K	Buy	25,080 +68	+0.3%	+$1.77K	0.13%	113
2021 Q1	$614K	Buy	+25,012	New	+$577K	0.12%	114

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

Sierra Capital's XLE Position: Q2 2026 in Review

Sierra Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 3,738 shares — an estimated $229K sold.

Sierra Capital first reported a position in XLE in Q1 2021 and held it in 16 quarters. The position peaked at $1.18M in Q3 2023. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sierra Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Sierra Capital sold 3,738 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $229K.
Sierra Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 16 quarters.
Sierra Capital's State Street Energy Select Sector SPDR ETF position peaked at $1.18M in Q3 2023.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.