Stack Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stack Financial 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 Q1	$312K	Sell	5,096 -754	-13%	-$40.4K	0.02%	49
2025 Q4	$262K	Buy	5,850 +754	+15%	+$33.6K	0.02%	54
2025 Q3	$228K	Buy	5,096 +150	+3%	+$6.57K	0.02%	50
2025 Q2	$210K	Buy	4,946 +78	+2%	+$3.25K	0.02%	49
2025 Q1	$227K	Buy	+4,868	New	+$219K	0.02%	52
2024 Q4	–	Sell	-4,584	Closed	-$201K	–	52
2024 Q3	$201K	Sell	4,584 -124	-3%	-$5.54K	0.02%	48
2024 Q2	$215K	Sell	4,708 -346	-7%	-$16.1K	0.02%	48
2024 Q1	$239K	Buy	+5,054	New	+$217K	0.02%	46
2022 Q1	–	Sell	-22,994	Closed	-$638K	–	52
2021 Q4	$638K	Buy	+22,994	New	+$650K	0.06%	47
2020 Q1	–	Sell	-6,950	Closed	-$209K	–	49
2019 Q4	$209K	Buy	+6,950	New	+$206K	0.02%	50
2019 Q1	–	Sell	-8,088	Closed	-$232K	–	47
2018 Q4	$232K	Buy	+8,088	New	+$271K	0.03%	50
2018 Q1	–	Sell	-26,692	Closed	-$964K	–	55
2017 Q4	$964K	Buy	+26,692	New	+$919K	0.1%	52
2017 Q1	–	Sell	-9,536	Closed	-$359K	–	59
2016 Q4	$359K	Buy	+9,536	New	+$345K	0.04%	57
2016 Q1	–	Sell	-18,688	Closed	-$564K	–	53
2015 Q4	$564K	Buy	+18,688	New	+$615K	0.07%	48
2015 Q1	–	Sell	-7,566	Closed	-$299K	–	53
2014 Q4	$299K	Buy	+7,566	New	+$315K	0.03%	53

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

Stack Financial Management's XLE Position: Q1 2026 in Review

Stack Financial Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q1 2026, selling an estimated $40.4K and leaving 5,096 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #49.

Stack Financial Management first reported a position in XLE in Q4 2014 and has held it in 15 quarters since. The position peaked at $964K in Q4 2017. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Stack Financial Management held 5,096 shares of State Street Energy Select Sector SPDR ETF worth $312K as of Q1 2026.
Stack Financial Management sold 754 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $40.4K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Stack Financial Management's portfolio in Q1 2026, its #49 holding.
Stack Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 15 quarters since.
Stack Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $964K in Q4 2017.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.