Sterling Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sterling Investment 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 Q2	$6.23M	Buy	+117,244	New	+$6.7M	3.42%	10
2023 Q4	–	Sell	-8,514	Closed	-$385K	–	66
2023 Q3	$385K	Sell	8,514 -462	-5%	-$20.2K	0.34%	47
2023 Q2	$364K	Sell	8,976 -248	-3%	-$10.1K	0.29%	54
2023 Q1	$382K	Sell	9,224 -552	-6%	-$23.6K	0.3%	54
2022 Q4	$428K	Buy	9,776 +1,108	+13%	+$48.2K	0.34%	51
2022 Q3	$312K	Sell	8,668 -484	-5%	-$18.3K	0.26%	53
2022 Q2	$327K	Buy	+9,152	New	+$367K	0.27%	62
2019 Q4	–	Sell	-6,918	Closed	-$205K	–	65
2019 Q3	$205K	Sell	6,918 -166	-2%	-$5.02K	0.15%	60
2019 Q2	$226K	Buy	+7,084	New	+$227K	0.17%	59
2018 Q4	–	Sell	-6,902	Closed	-$261K	–	62
2018 Q3	$261K	Buy	6,902 +18	+0.3%	+$675	0.19%	56
2018 Q2	$261K	Buy	6,884 +260	+4%	+$9.66K	0.2%	54
2018 Q1	$223K	Buy	6,624 +370	+6%	+$13.1K	0.18%	53
2017 Q4	$226K	Buy	+6,254	New	+$215K	0.24%	52
2017 Q2	–	Sell	-6,062	Closed	-$212K	–	50
2017 Q1	$212K	Buy	+6,062	New	+$219K	0.3%	46

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Sterling Investment Management's XLE Position: Q2 2026 in Review

Sterling Investment Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 117,244 shares worth $6.23M. The stake represents 3.42% of the portfolio and ranks #10 among its holdings. This is a return to the name: Sterling Investment Management previously reported a position in XLE as recently as Q3 2023.

Sterling Investment Management first reported a position in XLE in Q1 2017 and has held it in 14 quarters since. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sterling Investment Management held 117,244 shares of State Street Energy Select Sector SPDR ETF worth $6.23M as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Sterling Investment Management position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 3.42% of Sterling Investment Management's portfolio in Q2 2026, its #10 holding.
Sterling Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 14 quarters since.
700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.