Sutton Place Investors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sutton Place Investors’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	$3.06M	Buy	57,635 +380	+0.7%	+$21.7K	1.48%	13
2026 Q1	$3.51M	Buy	57,255 +331	+0.6%	+$17.8K	1.92%	12
2025 Q4	$2.55M	Sell	56,924 -1,518	-3%	-$67.6K	1.4%	16
2025 Q3	$2.61M	Buy	58,442 +422	+0.7%	+$18.5K	1.49%	16
2025 Q2	$2.46M	Sell	58,020 -224	-0.4%	-$9.33K	1.48%	16
2025 Q1	$2.72M	Hold	58,244	–	–	1.83%	12
2024 Q4	$2.49M	Hold	58,244	–	–	1.44%	13
2024 Q3	$2.56M	Buy	58,244 +204	+0.4%	+$9.12K	1.56%	14
2024 Q2	$2.65M	Buy	58,040 +226	+0.4%	+$10.5K	1.76%	12
2024 Q1	$2.73M	Sell	57,814 -868	-1%	-$37.3K	1.35%	17
2023 Q4	$2.46M	Sell	58,682 -6	-0%	-$257	1.78%	12
2023 Q3	$2.65M	Sell	58,688 -130	-0.2%	-$5.69K	3.45%	7
2023 Q2	$2.39M	Sell	58,818 -124	-0.2%	-$5.05K	3.32%	7
2023 Q1	$2.44M	Sell	58,942 -360	-0.6%	-$15.4K	3.31%	7
2022 Q4	$2.59M	Sell	59,302 -2,816	-5%	-$123K	3.7%	7
2022 Q3	$2.24M	Sell	62,118 -324	-0.5%	-$12.3K	3.39%	8
2022 Q2	$2.23M	Sell	62,442 -3,712	-6%	-$149K	3.25%	7
2022 Q1	$2.52M	Sell	66,154 -2,714	-4%	-$94K	3.01%	8
2021 Q4	$1.91M	Buy	+68,868	New	+$1.95M	2.2%	10

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

Sutton Place Investors's XLE Position: Q2 2026 in Review

Sutton Place Investors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.66% in Q2 2026, buying an estimated $21.7K and bringing the position to 57,635 shares worth $3.06M. The position accounts for 1.48% of the portfolio, ranked #13.

Sutton Place Investors first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.51M in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sutton Place Investors held 57,635 shares of State Street Energy Select Sector SPDR ETF worth $3.06M as of Q2 2026.
Sutton Place Investors bought 380 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7K.
State Street Energy Select Sector SPDR ETF made up 1.48% of Sutton Place Investors's portfolio in Q2 2026, its #13 holding.
Sutton Place Investors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Sutton Place Investors's State Street Energy Select Sector SPDR ETF position peaked at $3.51M in Q1 2026.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.