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

Stillwater Capital Advisors’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	$5.5M	Sell	89,788 -2,850	-3%	-$153K	0.63%	34
2025 Q4	$4.14M	Sell	92,638 -59,238	-39%	-$2.64M	0.45%	35
2025 Q3	$6.78M	Sell	151,876 -330	-0.2%	-$14.4K	0.76%	34
2025 Q2	$6.45M	Buy	152,206 +398	+0.3%	+$16.6K	0.82%	33
2025 Q1	$7.09M	Sell	151,808 -1,212	-0.8%	-$54.6K	0.99%	31
2024 Q4	$6.55M	Buy	153,020 +6,560	+4%	+$298K	0.81%	33
2024 Q3	$6.43M	Sell	146,460 -1,086	-0.7%	-$48.5K	0.83%	33
2024 Q2	$6.72M	Buy	147,546 +3,908	+3%	+$182K	0.94%	32
2024 Q1	$6.78M	Buy	143,638 +39,342	+38%	+$1.69M	1%	31
2023 Q4	$4.37M	Buy	104,296 +3,494	+3%	+$149K	0.7%	37
2023 Q3	$4.56M	Buy	100,802 +1,582	+2%	+$69.2K	0.83%	36
2023 Q2	$4.03M	Buy	99,220 +986	+1%	+$40.2K	0.71%	36
2023 Q1	$4.07M	Buy	98,234 +1,250	+1%	+$53.4K	0.79%	35
2022 Q4	$4.24M	Buy	96,984 +590	+0.6%	+$25.7K	0.89%	33
2022 Q3	$3.47M	Sell	96,394 -6,620	-6%	-$250K	0.79%	34
2022 Q2	$3.68M	Sell	103,014 -11,582	-10%	-$465K	0.68%	37
2022 Q1	$4.38M	Buy	114,596 +13,140	+13%	+$455K	0.7%	36
2021 Q4	$2.81M	Sell	101,456 -8,096	-7%	-$229K	0.43%	39
2021 Q3	$2.85M	Sell	109,552 -384	-0.3%	-$9.51K	0.47%	40
2021 Q2	$2.96M	Buy	109,936 +1,870	+2%	+$48.6K	0.49%	40
2021 Q1	$2.65M	Buy	108,066 +1,218	+1%	+$28.1K	0.48%	40
2020 Q4	$2.02M	Buy	106,848 +994	+0.9%	+$17.1K	0.39%	39
2020 Q3	$1.58M	Buy	105,854 +614	+0.6%	+$10.9K	0.35%	38
2020 Q2	$1.99M	Buy	105,240 +3,734	+4%	+$69.4K	0.48%	37
2020 Q1	$1.48M	Buy	101,506 +6,378	+7%	+$151K	0.43%	38
2019 Q4	$2.86M	Buy	95,128 +4,672	+5%	+$139K	0.65%	38
2019 Q3	$2.68M	Sell	90,456 -44,044	-33%	-$1.33M	0.68%	38
2019 Q2	$4.28M	Sell	134,500 -22,676	-14%	-$726K	1.06%	31
2019 Q1	$5.2M	Buy	157,176 +51,368	+49%	+$1.65M	1.13%	32
2018 Q4	$3.03M	Sell	105,808 -17,624	-14%	-$590K	0.76%	37
2018 Q3	$4.67M	Buy	123,432 +6,406	+5%	+$240K	0.97%	34
2018 Q2	$4.44M	Buy	117,026 +11,190	+11%	+$416K	1.06%	33
2018 Q1	$3.57M	Buy	105,836 +8,914	+9%	+$315K	0.86%	37
2017 Q4	$3.5M	Buy	96,922 +1,866	+2%	+$64.2K	0.82%	36
2017 Q3	$3.25M	Buy	95,056 +36,584	+63%	+$1.19M	0.84%	34
2017 Q2	$1.9M	Buy	58,472 +5,452	+10%	+$183K	0.48%	42
2017 Q1	$1.85M	Buy	53,020 +38,064	+255%	+$1.38M	0.49%	41
2016 Q4	$563K	Buy	+14,956	New	+$541K	0.15%	59

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

Stillwater Capital Advisors's XLE Position: Q1 2026 in Review

Stillwater Capital Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.1% in Q1 2026, selling an estimated $153K and leaving 89,788 shares worth $5.5M. The position accounts for 0.63% of the portfolio, ranked #34.

Stillwater Capital Advisors first reported a position in XLE in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.09M in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Stillwater Capital Advisors held 89,788 shares of State Street Energy Select Sector SPDR ETF worth $5.5M as of Q1 2026.
Stillwater Capital Advisors sold 2,850 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $153K.
State Street Energy Select Sector SPDR ETF made up 0.63% of Stillwater Capital Advisors's portfolio in Q1 2026, its #34 holding.
Stillwater Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
Stillwater Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $7.09M in Q1 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.