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 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 $1.37T 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

Stamos Capital Partners's XLE Position: Q1 2026 in Review

Stamos Capital Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 64% in Q1 2026, selling an estimated $1.23M and leaving 12,735 shares worth $780K. The position accounts for 0.12% of the portfolio, ranked #122.

Stamos Capital Partners first reported a position in XLE in Q1 2019 and has held it in 24 quarters since. The position peaked at $9.74M in Q1 2021. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Stamos Capital Partners held 12,735 shares of State Street Energy Select Sector SPDR ETF worth $780K as of Q1 2026.
Stamos Capital Partners sold 22,876 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.23M.
State Street Energy Select Sector SPDR ETF made up 0.12% of Stamos Capital Partners's portfolio in Q1 2026, its #122 holding.
Stamos Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 24 quarters since.
Stamos Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $9.74M in Q1 2021.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.