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

Stamos Capital Partners’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	$1.04M	Buy	19,630 +6,895	+54%	+$394K	0.16%	115
2026 Q1	$780K	Sell	12,735 -22,876	-64%	-$1.23M	0.12%	122
2025 Q4	$1.59M	Buy	35,611 +5,405	+18%	+$241K	0.26%	105
2025 Q3	$1.35M	Sell	30,206 -20,558	-40%	-$900K	0.25%	94
2025 Q2	$2.15M	Buy	50,764 +20,614	+68%	+$859K	0.39%	78
2025 Q1	$1.41M	Sell	30,150 -5,310	-15%	-$239K	0.37%	78
2024 Q4	$1.52M	Buy	35,460 +9,820	+38%	+$446K	0.36%	75
2024 Q3	$1.13M	Sell	25,640 -2,280	-8%	-$102K	0.26%	92
2024 Q2	$1.27M	Sell	27,920 -4,200	-13%	-$196K	0.27%	90
2024 Q1	$1.52M	Sell	32,120 -120	-0.4%	-$5.16K	0.34%	65
2023 Q4	$1.35M	Sell	32,240 -11,600	-26%	-$496K	0.37%	65
2023 Q3	$1.98M	Sell	43,840 -7,960	-15%	-$348K	0.44%	65
2023 Q2	$2.1M	Buy	51,800 +3,120	+6%	+$127K	0.49%	60
2023 Q1	$2.02M	Buy	48,680 +2,740	+6%	+$117K	0.52%	65
2022 Q4	$2.01M	Sell	45,940 -8,660	-16%	-$377K	0.64%	55
2022 Q3	$1.97M	Sell	54,600 -54,160	-50%	-$2.05M	0.5%	57
2022 Q2	$3.89M	Sell	108,760 -47,140	-30%	-$1.89M	1.18%	25
2022 Q1	$5.96M	Sell	155,900 -133,100	-46%	-$4.61M	1.99%	23
2021 Q4	$8.02M	Sell	289,000 -7,240	-2%	-$205K	3.72%	4
2021 Q3	$7.72M	Buy	296,240 +42,000	+17%	+$1.04M	4.32%	2
2021 Q2	$6.85M	Sell	254,240 -142,760	-36%	-$3.71M	3.61%	6
2021 Q1	$9.74M	Hold	397,000	–	–	4.92%	2
2020 Q4	$7.52M	Buy	+397,000	New	+$6.84M	3.21%	5
2020 Q1	–	Sell	-33,400	Closed	-$1M	–	90
2019 Q4	$1M	Buy	+33,400	New	+$990K	0.81%	29
2019 Q2	–	Sell	-8,000	Closed	-$266K	–	87
2019 Q1	$266K	Buy	+8,000	New	+$257K	0.34%	53

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

Stamos Capital Partners's XLE Position: Q2 2026 in Review

Stamos Capital Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 54% in Q2 2026, buying an estimated $394K and bringing the position to 19,630 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #115.

Stamos Capital Partners first reported a position in XLE in Q1 2019 and has held it in 25 quarters since. The position peaked at $9.74M in Q1 2021. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Stamos Capital Partners held 19,630 shares of State Street Energy Select Sector SPDR ETF worth $1.04M as of Q2 2026.
Stamos Capital Partners bought 6,895 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $394K.
State Street Energy Select Sector SPDR ETF made up 0.16% of Stamos Capital Partners's portfolio in Q2 2026, its #115 holding.
Stamos Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 25 quarters since.
Stamos Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $9.74M in Q1 2021.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.